Topics covered include:

• Current economic trends and issues impacting retirement plans and institutional asset pools;
• Strategies to enhance benefits for key executives and other employees;
• Peer perspectives for industry challenges and overall goals for 2024.

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:

• Webinar Presentation Slides

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:

• Advisor RFP best practices
• Recent legislation and technologies impacting the retirement industry
• Questions plan sponsors should be asking based on their plan type(s)
• Topics that are top of mind for retirement plan sponsors today

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:

• overall plan governance;
• documenting processes and procedures to ensure you’re meeting your fiduciary obligations;
• appropriately delegating duties and responsibilities;
• managing and developing an investment policy; and
• selecting and monitoring service providers.

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:

• crafting a personalized retirement plan tailored to your financial goals;
• shifting your investment strategy to grow or safeguard your wealth;
• navigating healthcare and insurance considerations; and
• implementing estate planning strategies to secure your legacy and provide for future generations.

Additional Resources

Webinar Presentation Deck

For a copy of the transcript, click here.

Topics covered will include:

• Current economic trends and issues impacting retirement plans;
• Strategies to enhance benefits for physicians, nurses, and staff; and
• Peer perspectives for industry challenges and overall goals for 2024.

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:

• Current economic trends and issues impacting retirement plans;
• Strategies to enhance benefits for senior partners and junior associates; and
• Peer perspectives for industry challenges and overall goals for 2024.

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:

• Strategic approaches to mitigating risk
• Potential asset classes to enhance diversification
• Aligning your spending policies with your investment policy statement

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

2024 Fiduciary Training Series, Part 2: Plan Governance

2024 Fiduciary Training Series, Part 3: Fiduciary Risk Management

To download a copy of the transcript, click here.

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:

• Market predictions and economic trends
• SECURE 2.0 provisions that become effective this year
• What’s on the horizon for retirement plan sponsors, and
• How these shifts could influence plan design, fiduciary responsibilities, and employee satisfaction

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.

To download a copy of the transcript, click here.

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:  

• Market insights and potential scenarios for the year ahead
• Major undercurrents influencing the U.S. and global economies
• What could be next from the Fed
• Guiding principles for individual investors

To download a copy of the transcript, click here.