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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Rising Interest Rates

What Retirement Plan Sponsors Need to Know

As global economic growth continues, plan sponsors need to prepare themselves for something they haven’t seen in more than a decade: rising interest rates. What should they expect from interest rates—and how will rising rates and inflation affect defined contribution and defined benefit plans?

CAPTRUST's Defined Contribution Practice Leader Scott Matheson and colleagues Jennifer Doss and David Hood answer the following questions in a recently hosted webinar:

  • What is the outlook for interest rates?
  • How will rising rates impact target date funds, bond index funds, and capital preservation options?
  • What do rising rates mean for defined benefit pension plans?

This presentation covers a fiduciary framework for addressing these questions and helps retirement plan sponsors prepare for the different kinds of questions you may receive from participants as they grapple with this new market environment.

Press Releases

CAPTRUST Merges with Knox Capital Group

CAPTRUST, one of the nation’s leading wealth management and institutional advisory firms, announced that Salt Lake City-based Knox Capital Group, one of Utah’s premier wealth management firms, has joined the family, bringing with it over $300 million in client assets.

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VESTED, Winter 2018

We are pleased to announce that the Winter 2018 issue of VESTED, CAPTRUST’s magazine for clients and friends, is now available. Subscribing clients will receive their copies in the mail this week. If you are interested in receiving VESTED Magazine, please let us know via email.

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