Timely, relevant, and actionable investment perspective, best practices, and planning insights for institutional and wealth management clients from CAPTRUST's Consulting Research Group.

Advanced Filter

Browse the research publications below or narrow your search by using the filters and search box above.

Tax Cuts and Jobs Act of 2017

Wednesday, December 20, 2017

In the weeks and months leading up to finalization of the tax bill, many feared America’s private retirement system—most notably 401(k) plans—would be negatively impacted by tax reform. Thankfully, however, today’s passed legislation largely left workplace-sponsored plans alone.

Read More

New Tax Reform Impact on the Nonprofit Sector

Wednesday, December 20, 2017

The newly passed tax reform has meaningful implications to the nonprofit world. While some of what was proposed in the early iterations was removed or changed in the final bill, there are some meaningful implications for endowments and foundations specifically.

Read More

DOL Extends Fiduciary Rule Delay

Monday, November 27, 2017

Earlier today, the Department of Labor (DOL) released the final rule that further extends the Transition Period and delays the applicability date of several of the prohibited transaction exemptions (PTEs) associated with the DOL’s revamped Fiduciary Rule that became applicable on June 9.

Read More

Fiduciary Update | November 2017

Friday, November 10, 2017

In this quarter’s Fiduciary Update, CAPTRUST’s Drew McCorkle provides an update on the DOL's conflict of interest rule for other investor protections, late loan payments as taxable distribution, pension overpayments, and other fee related litigation.

Read More

Good Global Growth Spurs Stock Prices

Saturday, October 28, 2017

Global growth continues to exceed expectations. But have the world’s stock markets fully priced in the good news? Will changing monetary policies undermine the price-to-earnings multiple expansion we are witnessing? Could tax policy changes provide an additional boost to stock prices? This Investment Strategy explores these questions.

Read More

IRS Announces 2018 Pension Plan Limitations

Friday, October 20, 2017

The Internal Revenue Service announced its annual update to dollar limitations for pension and other retirement plans for tax year 2018. Some of the retirement plan-related limitations are changing because the annual cost-of-living increase met the statutory threshold that triggers their adjustment. This article features a table of highlights.

Read More