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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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Engaging Millennials at Work

09.28.2017

The millennial generation catches 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

06.29.2017

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

03.28.2017

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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Need Help Navigating Investment Responsibilities?

04.21.2017

A well-constructed investment lineup with ongoing oversight is critically important when managing a defined contribution plan. Some plan sponsors may feel they have the knowledge and expertise to select and monitor plan investments on their own or with limited assistance from a fiduciary. Others, either uncomfortable making investment decisions or interested in outsourcing the work or liability, may be best served by hiring a 3(38) investment manager.

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Conducting an Effective Advisor RFP Process

07.15.2016

Retirement plan advisors can help plan sponsors by assisting with plan design, participant engagement, investment, fiduciary process, and vendor management issues related to overseeing a retirement plan. Finding the right advisor can be made easier by following a process that includes a comprehensive advisor RFP.

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Fiduciary Update | November 2017

11.10.2017

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.

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Fiduciary Update | August 2017

08.02.2017

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.

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Fiduciary Update | May 2017

05.23.2017

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

02.27.2017

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.

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Global Markets’ Mid-year Momentum

07.21.2017

At last, both the U.S. and the rest of the world are growing steadily and exceeding expectations. This long-awaited synchronized surge and better-than-expected corporate earnings helped push U.S. stocks to higher-than-average valuations. International stocks followed suit.

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America First?

06.22.2017

The synchronized global expansion continued in the first quarter, leading markets higher and pushing U.S. stocks toward expensive territory. With U.S. stock valuations and economic data close to historic levels, the recent rally in U.S. stocks may run out of steam. Those challenges, plus infighting about the direction of fiscal and foreign policy and the rise of political risks, likely mean diversification will play an important role.

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Is This the Beginning or the End?

01.19.2017

Is the U.S. business cycle primed to continue with the tailwinds of new policy and a stabilizing global economy powering it higher? Or will new geopolitical and policy risks finish it off? While the world seems more uncertain than ever, this year’s predictions highlight three areas we’ll be watching that should give us some answers.

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The Productivity Conundrum

10.14.2016

We polled the members of CAPTRUST’s Investment Committee to get a feel for what longer-term or structural topics they felt readers should be aware of in the coming months. Their response: productivity. They noted a meaningful gap between economists’ thoughts on this foundational topic and what is covered in the popular press.

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