1 day ago
Cybersecurity and Retirement Plans: What Plan Sponsors Need to Know (Webinar Recording)
With participant assets and retirement security on the line, cybersecurity...
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New York,
NY
10005
Phone: 212.227.7770
Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm
Institutional Retirement
Earle Allen, CEBS®
Principal,
Financial Advisor
Elina Babadzhanova, AIF®
Senior Financial Advisor
Sean Bayne, QKA®
Financial Advisor
Jared J. Hardin
Financial Advisor
Timothy Irvin, CFP®, CPFA®, AIF®, CHSA®
Senior Financial Advisor
Jeffrey A. Levy
Principal,
Financial Advisor
Jesse Morris, AIF®, CPFA®, NQPA®
Senior Financial Advisor
Robert Peel
Financial Advisor
Jan Rezler, QPFC
Senior Financial Advisor
Michael Sanders
Principal,
Financial Advisor
Arthur Scalise, ASA, EA, FCA, MAAA
Director of Actuarial Services
Michael A. Webb, CEBS
Senior Financial Advisor
Emily Wrightson
Principal,
Financial Advisor
News & Resources
Retirement Plans
Retirement Plans
1 day ago
The Discretion Decision: 3(21) Versus 3(38), What to Know about Annuities, and Cybersecurity in Retirement Plans
In episode 29 of Revamping Retirement, Jennifer Doss and Scott...
Retirement Plans
1 week ago
Understanding and Evaluating Retirement Plan Fees | Part Three: Fee Allocation
In part three of CAPTRUST’s Understanding and Evaluating Retirement Plan...
Retirement Plans
3 weeks ago
Cybersecurity: Retirement Plan Sponsors Can Protect Themselves
The digital world has opened many doors—including some to theft...
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