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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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Optimizing Your Retirement Plan (Webinar Recording)

Thursday, June 14, 2018

In this webinar, CAPTRUST Defined Contribution Practice Leader Scott Matheson leads a discussion of interesting research findings from trusted sources and insights from CAPTRUST’s annual plan design benchmark study.

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Rising Interest Rates

Monday, April 02, 2018

After more than a generation of declining U.S. interest rates plan sponsors are once again facing the risks and opportunities posed by rising interest rates. Understanding changes in the current interest rate environment and how those changes could impact retirement plan investment options can help plan sponsors evaluate their current investment lineups.

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Rising Interest Rates

Thursday, March 08, 2018

In a recent webinar, CAPTRUST Defined Contribution Practice Leader Scott Matheson and colleagues Jennifer Doss and David Hood presented their views on what plan sponsors need to know about rising interest rates and the impact on retirement plans.

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What Does the New Year Hold?

Wednesday, December 27, 2017

CAPTRUST Senior Director John Curry outlines our predictions for plan sponsors, participants, and the retirement industry in general in the new year. These predictions contain the accumulated insights of our business line leaders, financial advisors, and client-facing service associates as they look forward to 2018.

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Engaging Millennials at Work

Thursday, September 28, 2017

Millennials catch a lot of flak when it comes to their work habits and financial situations. Their reputation precedes them in some employers’ estimations. But understanding the forces that have shaped their professional and financial decisions—and what can be done to respond to them—can help employers create greater loyalty and engagement.

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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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