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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

06.28.2018

The Pension Protection Act of 2006 (PPA) ushered in a range of new ways to encourage retirement savings in defined contribution plans, including automatic enrollment, automatic escalation, and qualified default investment alternatives (QDIAs). Since then, we have drawn some conclusions about the utilization, success, and shortcomings of new and existing tools for participants.

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Rising Interest Rates

04.02.2018

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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Tax Cuts and Jobs Act of 2017

12.20.2017

In the weeks and months leading up to finalization of the tax bill, many feared America’s private retirement system—most notably 401(k) plans—would be negatively impacted by tax reform. Thankfully, however, today’s passed legislation largely left workplace-sponsored plans alone.

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New Tax Reform Impact on the Nonprofit Sector

12.20.2017

The newly passed tax reform has meaningful implications to the nonprofit world. While some of what was proposed in the early iterations was removed or changed in the final bill, there are some meaningful implications for endowments and foundations specifically.

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Fiduciary Update | February 2018

02.21.2018

In this quarter’s Fiduciary Update, CAPTRUST’s Drew McCorkle provides an update on topics such as lost participants, the delay of the fiduciary rule, and other fee related litigation.

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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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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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Good Global Growth Spurs Stock Prices

10.28.2017

Global growth continues to exceed expectations. But have the world’s stock markets fully priced in the good news? Will changing monetary policies undermine the price-to-earnings multiple expansion we are witnessing? Could tax policy changes provide an additional boost to stock prices? This Investment Strategy explores these questions.

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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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