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:

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Industry Standard RFP Advisor Search Template
Selecting and Monitoring Pension Consultants

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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:

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The Importance of Fiduciary Training

2024 Fiduciary Training Series, Part 1: Roles and Responsibilities

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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:

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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.

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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.

Market volatility is inevitable but unpredictable. For endowments and foundations, preparing for volatility means understanding risk, creating resilience, and managing expectations. In this 45-minute webinar recording, the CAPTRUST team explores:

Watch to learn more about strategies for navigating the ever-changing markets and the economy.  

To download a copy of the transcript, click here.

As a retirement plan sponsor, your fiduciary responsibilities are complex and ever evolving. Ongoing training can help you understand these duties, minimize risk, and create better outcomes for participants. 

In 2023, CAPTRUST launched a quarterly series of live, online fiduciary training sessions. This year, the series returns with new topics, new experts, and the same intention: to help plan sponsors decipher and manage their fiduciary obligations. 

In the first quarter of 2024, the discussion centered on fiduciary roles and responsibilities. Watch the one-hour, on-demand recording below.

Additional Resources

Fiduciary Roles & Responsibilities Presentation Slide Deck

Fiduciary Review Checklist

The Importance of Fiduciary Training

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Stay ahead of the curve with expert insights into 2024 retirement plan trends and predictions. In this 45-minute-long live webinar recording, the CAPTRUST team explores:

Watch our webinar recording to learn how changes in workforce dynamics and the markets may impact organizations that sponsor 401(k), 403(b), defined benefit, and nonqualified deferred compensation plans.

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What could 2024 hold for individual investors? From stagflation to productivity-fueled growth, the range of possibilities is exceptionally wide. But by understanding the full spectrum of potential economic conditions—and which ones are most likely—investors can feel better prepared to face this year’s investment landscape.

Watch this 45-minute webinar and listen in as the CAPTRUST team explores:  

To download a copy of the transcript, click here.

Effectively managing a retirement plan is a complex and ever-evolving responsibility. The annual plan audit, often regarded with apprehension by plan sponsors, requires a significant commitment of time, effort, and financial resources. Plan sponsors must also grapple with a growing array of auditor inquiries and heightened documentation demands—a direct consequence of the expanding scope of auditing standards in recent years. Furthermore, the possibility of audits conducted by regulatory bodies, such as the Department of Labor and Internal Revenue Service, looms in the background.

To learn what can be done to prepare for these audits, ensure ERISA compliance, and manage fiduciary risks, watch the next installment of our Fiduciary Training webinar series. During this one-hour session, Director of Retirement Plan Consulting Dawn McPherson hosts a panel of three subject-matter experts:

To download a copy of the transcript, click here.

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