Menu

Resources

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.

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

Fiduciary Update | August 2017

Wednesday, August 02, 2017

In this quarter’s Fiduciary Update, CAPTRUST’s Drew McCorkle provides an update on the uncertain future facing the DOL’s conflict of interest rule, plan reformation and fund change liability, insurance conversion, and other fee related litigation.

Read More

Fiduciary Update | May 2017

Tuesday, May 23, 2017

In this quarter’s Fiduciary Update, CAPTRUST’s Drew McCorkle provides an update on the DOL's conflict of interest rule expansion and compliance, deathbed beneficiary changes, required minimum distribution, and other fee related litigation.

Read More

Fiduciary Update | February 2017

Monday, February 27, 2017

In this quarter’s Fiduciary Update, CAPTRUST’s Drew McCorkle provides an update on the uncertainty around implementation of the DOL’s conflict of interest rule, addresses recent fee and related plan litigation, and reports on topics including cybersecurity and lifetime income.

Read More

Fiduciary Update | November 2016

Tuesday, October 25, 2016

In this quarter’s Fiduciary Update, CAPTRUST’s Drew McCorkle highlights several important court cases with best practice implications for retirement plan sponsors, including a deeper dive into the importance of the recent decision in White v. Chevron, continued coverage of new fee litigation, and an assortment of legal and regulatory news releases.

Read More

Fiduciary Update | August 2016

Thursday, August 04, 2016

In this quarter's Fiduciary Update, CAPTRUST's Drew McCorkle highlights several important court cases with best practice implications for retirement plan sponsors and takes a deeper look at the DOL's fiduciary rule, recent fee litigation cases, and an assortment of legal and regulatory news releases.

Read More