Watch to gain clear, practical insight into enforcement trends, regulatory shifts, and legislative activity—and how to translate those developments into defensible fiduciary actions. Topics include strengthening governance practices and committee oversight, addressing emerging risks, and preparing for future regulatory change. This session is designed to equip fiduciaries with the knowledge and confidence to guide their plans with prudence and purpose.

To download a copy of the transcript, click here.

Additional Materials:

Quarterly Fiduciary Training Webinar: Washington Pulse

CE offered:

Field of Study: Specialized Knowledge

Additional Information:

Prerequisites: 3-5 years’ experience in the industry

Who should attend: Plan Sponsors, Financial Professionals, and Accountants; others are welcome.

Advanced Preparations: None

Program Level: Intermediate

Delivery Method: Group Internet Based

Refunds and Cancellations: For more information regarding refund, complaint and program cancellation policies, please contact our offices at 218-828-4872 or email info@cecenterinc.com. Continuing Education Center, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

The discussion covered insights on recent trends in advisor searches, common pitfalls plan sponsors face, and best practices for evaluating proposals with confidence. Attendees will leave with actionable guidance to help streamline the process and select an advisor aligned with their plan’s long‑term goals.

For a copy of the transcript, click here.

Additional Materials:

High Impact Plan RFPs Presentation

Request for Proposal (RFP) Retirement Plan Advisor Search

Selecting and Monitoring Pension Plans: Tips for Plan Fiduciaries

The discussion highlights how the current backdrop across public and private markets informs our portfolio positioning views across asset classes, with an eye toward long-term objectives and institutional resilience. The team also explores how geopolitical developments and advances in AI are rippling across financial markets, influencing risks, opportunities, and capital allocation decisions.

For a copy of the transcript, click here.

Add vitality, mobility, and clarity—not just years—to your life.

Healthy aging doesn’t happen by chance—it’s shaped by intentional choices made over time. In this engaging webinar, Dr. Ronan Factora of Cleveland Clinic and CAPTRUST’s Head of Wealth Management Eddie Welch explore how proactive decisions can support long‑term vitality, independence, and quality of life. Drawing on evidence‑based insights, Dr. Factora will highlight the core drivers of longevity, including mobility, cognitive and metabolic health, preventive care, and early intervention.

Alongside the discussion on physical well‑being, Eddie will connect the dots between health and financial confidence, underscoring how thoughtful planning in both areas can help reduce uncertainty, support access to quality care, and preserve independence as we age. Designed for individuals who value a holistic approach to well‑being, this session offers practical strategies to help you protect what matters most—your health, your lifestyle, and your future.

For a copy of the transcript, click here.

Cleveland Clinic Logo

Dr. Ronan Factora

The discussion covers how our fundamental and economic views inform portfolio positioning across asset classes, and how the impact of AI is rippling across market segments and industries.

For a copy of the transcript, click here.

Articles Referenced on Webinar

On the webinar, we referenced several articles exploring the long-term impact of AI on economies and markets. Below are links to the four articles discussed.

It’s important to note that these perspectives reflect the views of the individual authors and represent only a subset of the many potential outcomes as AI continues to develop and proliferate across economies. The views expressed are not those of the CAPTRUST Investment Committee; however, these and other perspectives help inform our ongoing discussions.

“Something Big is Happening,” Matt Schumer, February 9, 2026, https://shumer.dev/something-big-is-happening

Shumer argues that AI progress is accelerating faster than most observers anticipated. While he flags the risks related to governance gaps and labor disruption, he also emphasizes the potential upside if the technology is guided and deployed responsibly.

“The 2028 Global Intelligence Crisis,” Citrini Research, February 22, 2026, https://www.citriniresearch.com/p/2028gic

Citrini’s piece presents a hypothetical future scenario in which rapid advances in agentic AI drive productivity gains that fail to circulate through the real economy, resulting in white‑collar labor displacement and economic downturn.

“The AI Doom Loop is a Myth,” Alex Corrino, February 23, 2026, https://www.mindthetape.com/p/the-ai-doom-loop-is-a-myth

Corrino contends that advances in machine intelligence are more likely to generate broad cost reductions and new economic activity than a sustained collapse in demand. He frames the coming period as a difficult transition rather than a systemic unraveling.

“The 2026 Global Intelligence Crisis,” Citadel Research, February 24, 2026, https://www.citadelsecurities.com/news-and-insights/2026-global-intelligence-crisis/         

Flight pushes back against the idea of an imminent AI-driven economic contraction, arguing that current data shows slow, steady adoption rather than rapid labor displacement.

Retirement plans hold trillions of dollars in assets, making them a potentially attractive target for cybercriminals. In this CE-accredited webinar, we’ll explore the growing cybersecurity risks facing qualified retirement plans and the steps fiduciaries, service providers, and advisors can take to protect sensitive participant data and plan assets.

Through real-world examples, including recent litigation and regulatory developments, this webinar covers insights to strengthen your plan’s defenses and fulfill your fiduciary responsibilities.

To download a copy of the transcript, click here.

CE offered:

Field of Study: Specialized Knowledge

Additional Information:

Date and Time: February 18, 2026, 4 p.m. Eastern Standard Time

Prerequisites: 3-5 years experience in the industry

Who should attend: Plan sponsors, financial professionals, and accountants; others are welcome

Advanced Preparations: None

Program Level: Intermediate

Delivery Method: Group Internet Based

Refunds and Cancellations: For more information regarding refund, complaint and program cancellation policies, please contact our offices at 218-828-4872 or email info@cecenterinc.com.

Continuing Education Center, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Additional CAPTRUST Resources

Our 2025 Series:

Our 2024 Series:

Watch this webinar for a focused session designed to help retirement plan sponsors understand the implications of this change, prepare their plans, and ensure seamless compliance.

Key Topics:

Important Update: On Thursday, November 13, 2025, the IRS released the 2026 retirement plan contribution limits, which changed the FICA wage limit for determining mandatory Roth catch-up contributions from $145,000 to $150,000.

For an overview of questions asked during the webinar, click here.

Additional CAPTRUST Resources:

For a copy of the transcript, click here.

This webinar explores how proactive health planning—like executive health physicals—can support long-term financial goals and improve quality of life. Learn how CAPTRUST advisors are helping clients take a more complete approach to retirement and beyond. 

Our speakers Raul Seballos, M.D. of the Cleveland Clinic and CAPTRUST’s Eddie Welch discussed how:

CAPTRUST recently announced the CAPTRUST Wellness Advantage: Powered by Cleveland Clinic, which combines access to Cleveland Clinic’s medical services with CAPTRUST’s signature client service, offering a concierge-supported approach to both financial and physical well-being.  

For a copy of the transcript, click here.

Disclosure: CAPTRUST is not a medical provider and does not deliver health care, diagnostic, or treatment services. All medical services described herein are provided solely by Cleveland Clinic and its affiliated professionals. Participation in these services is voluntary and through a referral basis by CAPTRUST. CAPTRUST assumes no responsibility or liability for the medical advice, diagnoses, or treatments clients may receive as a result of a referral to Cleveland Clinic.

Over the past two decades, participant class action lawsuits—particularly those involving ERISA-covered defined contribution plans—have created ongoing challenges for plan sponsors and fiduciaries. Decisions regarding the hiring and monitoring of recordkeepers and trustees, along with the selection and oversight of investment options, are increasingly influenced by litigation risk concerns.

This webinar recording dives into the core fiduciary duties of prudence and loyalty, highlighting common litigation triggers such as excessive fees, fund selection and performance, and company stock. It also explores emerging areas of concern, including alternative investments, cryptocurrency, and cybersecurity.

Viewers will gain valuable insights into:

Ideal for plan sponsors, fiduciaries, and benefits professionals, this webinar recording provides practical, actionable guidance to help navigate today’s complex legal landscape and strengthen fiduciary oversight.

To download a copy of the transcript, click here.

Additional CAPTRUST Resources

Our 2025 Series:

Our 2024 Series:

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This is a strategic webinar recording designed for plan sponsors who seek to improve the value and performance of their retirement plans. This presentation highlights how thoughtful plan design can help drive key business objectives—including tax efficiency, employee retention, cost control, and regulatory compliance.

Topics covered include:

Whether you’re aiming to simplify administration, attract top talent, or maximize contributions for key employees, this webinar recording offers actionable insights to help you design a plan that works—for today and for the future.

Additional CAPTRUST Resources:

Our 2024 series:

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