2026 Fiduciary Training Series, Part 3: Helping Participants Retire with Confidence

CAPTRUST Financial Advisors

Defined contribution plans are playing an increasingly central role in how participants generate retirement income, raising new expectations for plan sponsors and fiduciaries. This webinar is designed for plan sponsors seeking to expand their approach beyond accumulation and build strategies focused on sustainable outcomes.

We will explore how to evaluate and implement both guaranteed and non-guaranteed income solutions, with a focus on balancing cost, flexibility, and fiduciary risk. Attendees will also gain insight into SECURE Act considerations, decision-making frameworks, and best practices for ongoing monitoring and documentation. Join us for a clear, actionable roadmap to help participants turn retirement savings into sustainable income while meeting ERISA fiduciary obligations.

Speakers:

• Lisa Caito, CAPTRUST, Director, Retirement Plan Consulting
• James Hobson, CAPTRUST, Manager II, Defined Contribution Operations
• Angel Shah, CAPTRUST, Senior Team Leader, Defined Contribution

More Information, How to Register