Participant Advice During COVID-19 and Beyond (Webinar Recording)
In this webinar recording, a panel of CAPTRUST experts discuss participant advice during the COVID-19 pandemic and beyond.
Employee retirement advice and financial guidance needs have seen a significant increase over the past six months—a trend that may continue for the foreseeable future. This webinar reviews the fundamental aspects critical to a sound participant advice offering. Our team also discusses the evolving issues and enhanced resources that impact broad employee populations and overall program effectiveness.
In this webinar recording, our panel of experts discuss these topics and offer examples of implementation, adoption, and best practices from recent client interactions.
Legal Notice
This document is intended to be informational only and does not constitute legal, accounting, or tax advice. Please consult the appropriate legal, accounting, or tax advisor if you require such advice. The opinions expressed in this report are subject to change without notice. This material has been prepared or is distributed solely for informational purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. The information and statistics in this report are from sources believed to be reliable but are not guaranteed by CAPTRUST Financial Advisors to be accurate or complete. All publication rights reserved. None of the material in this publication may be reproduced in any form without the express written permission of CAPTRUST: 919.870.6822.
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