Quarterly Industry Insights: Insurance Industry (Webinar Recording)

As their retirement plan advisor, CAPTRUST serves almost 100 clients in the insurance industry, with more than $34 billion in plan assets. Our advisors recently completed quarterly review discussions with these clients.

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:

To download a copy of the transcript, click here.

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