Join us on Wednesday, August 30, 2017, where CAPTRUST Defined Contribution Practice Leader Scott Matheson will moderate a 60-minute discussion on the topic of employee financial wellness with CAPTRUST senior investment experts, Phyllis Klein and John Leissner.
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We are pleased to announce that the Summer 2017 issue of VESTED, CAPTRUST’s magazine for clients and friends, is now available. Subscribing clients will receive their copies in the mail the week of June 26. If you are interested in receiving VESTED Magazine, please contact your CAPTRUST financial advisor or let us know via email.
So far this year, CAPTRUST has received more than 120 advisor requests for proposal (RFPs) from retirement plan sponsors evaluating their current advisory relationships or seeking to hire advisors. This activity level represents the highest volume of RFPs CAPTRUST has experienced since it began formally responding to advisor RFPs in 2002.
The recording of our latest webinar, hosted on May 31, 2017, is now available. In this webinar, CAPTRUST Defined Contribution Practice Leader Scott Matheson moderated a 60-minute discussion on the topic of discretionary investment management with CAPTRUST senior investment experts, Jennifer Dunbar and John Leissner.
We are pleased to announce that the second installment of VESTED Voices, the video series associated with CAPTRUST’s magazine, is now available. In general, this installment focuses on pro athletes giving back; specifically, we speak with Rod Brind’Amour, Ricky Proehl, and Thomas Davis regarding their ongoing charitable efforts.
In this recent webinar, CAPTRUST DC Practice Leader Scott Matheson moderates a 45-minute discussion covering the current state of, and common questions about, target date funds. He is joined by CAPTRUST senior investment and target date fund experts, Jennifer Dunbar and David Hood.