4 months ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
Senior Director,
Retirement Services
Phyllis joined CAPTRUST in 2004 and is currently a senior director, retirement services, responsible for leading the firm’s retirement plan participant education and advice program. This includes overseeing responsibilities around ERISA technical issues and ensuring that CAPTRUST continues to stay ahead of changes and developments within the retirement plan arena.
Prior to joining the firm, Phyllis served as a retirement plan consultant at EMJAY Corporation, and she has worked in the industry since 1984.
Taking a little time out to understand the basics of...
It’s early the morning of November 4, the day after...
With fewer barriers for plan sponsors considering in-plan annuities thanks...
With so many American workers under strain during this historic...