Episode 10 of the Williams Mullen’s Benefits Companion podcast series features a discussion between Beryl Ball, senior vice president and financial advisor at CAPTRUST, and the podcast’s host, Brydon DeWitt.
Ball shares her thoughts on how retirement plan committee members should be thinking about investment policy statements. Specifically, she covers what should be included in them and why they are important.
To listen to the full episode of this podcast, click here.
CAPTRUST Financial Advisors is an independent, employee-owned firm that provides investment advisory services to retirement plan fiduciaries, endowments, and foundations, and comprehensive wealth planning services to executives and high-net-worth individuals. Headquartered in Raleigh, North Carolina, the firm represents more than $340 billion in client assets from its offices located across the U.S.