Social engineering attacks—such as phishing and romance scams—are now more common than ever. These scams put retirement plan participants at risk of losing their entire account balance. How can plan sponsors help participants protect themselves from scammers and other malicious actors? Watch our webinar recording to learn about common scams and what sponsors can do about them.

Topics covered include:

This webinar recording is moderated by Lisa Keith, CAPTRUST senior manager of plan consulting, with a panel discussion by:

To download a copy of the transcript click here.

Additional Resources

Webinar Presentation Deck

The Importance of Fiduciary Training

2024 Fiduciary Training Series, Part 1: Roles and Responsibilities

2024 Fiduciary Training Series, Part 2: Plan Governance

2024 Fiduciary Training, Part 3: Risk Management

Whether you’re in the early stages of building your estate or are looking to fine-tune an existing plan, this webinar offers actionable insights to help you craft a customized strategy. Explore the key elements of estate planning and learn how to protect what you’ve built for future generations.

Topics covered include:

Additional CAPTRUST Resources

As many plan sponsors prepare for their upcoming enrollment seasons, it’s the perfect time to review key practices for participant education. In this webinar recording, CAPTRUST explores how financial planning, tax planning, and personalized advice can be integrated into education efforts to maximize the value participants receive from their NQDC plans.

Topics covered will include:

For a copy of the transcript, click here.

With increasing and varied litigation, it has become more difficult for retirement plan fiduciaries to manage their risk. Best practices have become more challenging as plaintiffs’ attorneys find new ways to sue plan sponsors, while at the same time fiduciary liability insurance has become less comprehensive and more expensive.

What’s a fiduciary to do? Join CAPTRUST and some of the leading experts in the field of fiduciary risk management as we provide practical solutions to these problems and help plan sponsors become more confident in managing their fiduciary risk.

To download a copy of the transcript, click here.

Additional Resources

The Importance of Fiduciary Training

2024 Fiduciary Training Series, Part 1: Roles and Responsibilities

2024 Fiduciary Training Series, Part 2: Plan Governance

Topics covered include:

Whether or not your organization currently has a retirement plan advisor, this roundtable discussion provides an executive summary of the top issues a plan sponsor should be considering, plus an in-depth comparison of what other companies in the insurance industry are doing for their retirement programs and strategies.

Additional Resource:

To download a copy of the transcript, click here.

Having responded to more than 3,500 RFPs and helped create the industry-standard RFP response template, the CAPTRUST team is well-positioned to help you optimize the RFP process from beginning to end. In this webinar recording, we present a step-by-step guide to aid you in planning, preparing, and executing on this important body of work. We also discuss:

Additional Resources

Webinar Presentation Deck
Industry Standard RFP Advisor Search Template
Selecting and Monitoring Pension Consultants

To download a copy of the transcript, click here.

It can be daunting to navigate the evolving landscape of retirement plan oversight, especially with the recent increase in regulatory requirements. However, ensuring compliance is crucial. Creating and maintaining a sound governance process will allow for effective and efficient plan oversight.

In this webinar recording, we delve into the essentials of retirement plan governance. We discuss how effective governance streamlines decision-making, reduces risk, increases the likelihood of meeting plan objectives, and improves controls.

Topics include:

Additional Resources

Webinar Presentation Deck

The Importance of Fiduciary Training

2024 Fiduciary Training Series, Part 1: Roles and Responsibilities

2024 Fiduciary Training Series, Part 3: Fiduciary Risk Management

To download a copy of the transcript, click here.

Whether you’re currently 45, 55, or 64 ½, this webinar recording provides actionable steps you can take today to improve your future. Discover key strategies to help you optimize your financial picture and lifestyle choices so you can achieve your personal retirement goals.

Topics covered include:

Additional Resources

Webinar Presentation Deck

For a copy of the transcript, click here.

Topics covered will include:

Whether or not your organization currently has a retirement plan advisor, this roundtable discussion provides an executive summary of the top issues a plan sponsor should be considering, plus an in-depth comparison of what other hospitals and healthcare systems are doing for their retirement programs and strategies.

To download a copy of the transcript, click here.

Additional Resources

Webinar Presentation Deck

Topics covered include:

Whether or not your firm currently has a retirement program advisor, this roundtable discussion provides an executive summary of the top issues a retirement plan sponsor should be considering, plus an in-depth comparison of what other firms are doing for their retirement programs and strategies.

To download a copy of the transcript, click here.