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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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Fiduciary Update | August 2017

Wednesday, August 02, 2017

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

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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.

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Fiduciary Update | February 2017

Monday, February 27, 2017

In this quarter’s Fiduciary Update, CAPTRUST’s Drew McCorkle provides an update on uncertainty around implementation of the Department of Labor’s conflict of interest rule, addresses the latest in fee and related plan litigation, and reports on topics including cybersecurity, lifetime income, and plan sponsor responsibilities for proxy voting.

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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.

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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.

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Fiduciary Update | May 2016

Monday, April 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 look at the DOL's long-awaited fiduciary rule, a new fee litigation case, and an assortment of legal and regulatory news releases.

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