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

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The Surprising Benefits of a 3(38) Fiduciary

Thursday, June 29, 2017

Investment advisors have long assumed the role of 3(38) investment manager for pension plans. But increasingly, these services are being extended to defined contribution plans too. Time savings, risk transfer, and an interest in creating better outcomes are among the factors driving defined contribution plan demand for 3(38) investment managers.

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Addressing Financial Stress in the Workplace

Tuesday, March 28, 2017

Companies have long realized the value of having healthy employees, and programs aimed at increasing wellness have morphed from recruiting tool to must-have corporate offering. However, a key aspect of employee wellbeing has been overlooked. Financial wellness is the new frontier—a workplace trend—in getting employees “fit.”

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A Crystal Ball and a Compass

Thursday, December 29, 2016

It’s that time of year again, when we look into the crystal ball for what lies ahead in the new year for retirement plans. In this article, CAPTRUST practice leaders cover four main themes—like the directions on the face of a compass: DOL’s Conflict of Interest Rule, the rise of litigation, the economic environment, and future policy direction.

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