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Search the News Archive
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85 Matching News Items |
| 1. |
CAPTRUST Financial Advisors
Oct. 30, 2012
Articles include: MAP-21 Implications for Defined Benefit Funding Strategies; A Three-Step Approach to Nonqualified Plan Financing; Recent Conversations With Plan Participants; Navigating Bonds in Today's Low-rate Environment.
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| 2. |
CAPTRUST
Dec. 17, 2025
"As we look ahead to 2026, plan sponsors face a shifting landscape of regulation, fiduciary risk and opportunity, evolving plan design, and rapidly changing participant expectations. In many respects, this moment represents a continuation of change -- but with unusual force and urgency.... [P]lan sponsors will need to be proactive."
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| 3. |
CAPTRUST
Nov. 20, 2025
Summary of the final regs on Roth catch-up contributions, in Q&A form. Topics: [1] General questions ... [2] FICA wage limit ... [3] Catch-up election methods ... [4] Contributions ... [5] Testing implications/correction methods ... [6] Payroll provider.
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| 4. |
CAPTRUST
Oct. 6, 2025
"[1] Understand the catch-up elections ... [2] Roth catch-up identification ... [3] Participant communication ... [4] Errors and corrections ... [5] Plan sponsor action checklist ... [6] Detailed examples."
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| 5. |
CAPTRUST
Sept. 26, 2025
"Proactive plan sponsors are moving beyond surface-level analytics to embrace segmented insights, modern metrics, and employee feedback. This approach doesn't abandon traditional measures; rather, it enriches them with greater context and actionable intelligence."
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| 6. |
CAPTRUST
Aug. 3, 2025
"Forfeitures cases proceed with mixed results & DOL weighs in.... Health insurer's alleged overcharges with 'flip logic' approach revived.... Incomplete email leaves employer responsible for lapsed $663,000 life insurance payout."
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| 7. |
CAPTRUST
June 19, 2025
"Increasingly, plan sponsors are realizing that many NQDC plan participants are underinformed or simply unaware of how to take full advantage of their plans. The result? A growing need for robust financial wellness solutions that offer not only education but personal financial advice.... [1] Use live sessions to spark engagement ... [2] Provide support before the enrollment window ... [3] Pair digital tools with human help ... [4] Tailor communication to senior leaders."
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| 8. |
CAPTRUST
May 15, 2025
"A prudently selected QDIA can help provide plan participants with a well-rounded investment portfolio, even if they did not select it themselves. But not every type of investment can be selected as a QDIA, and those that are must meet specific requirements outlined by the Department of Labor."
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| 9. |
CAPTRUST
Feb. 4, 2025
"Many life insurance policies are not funded with adequate premiums to keep coverage in force until death. In recent years, the risk of underperformance for many policies has been shifted from the life-insurance carrier to the policy owner and the trustee as a fiduciary."
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| 10. |
CAPTRUST
Feb. 3, 2025
"[1] American Airlines breached duty of loyalty, but not prudence, in ESG case -- on unique facts.... [2] UnitedHealth group settles target-date-fund challenge for $69 million settlement amid conflict-of-interest allegations.... [3] Pension settlements: legal challenges continue.... [4] Supreme Court hears case on what's needed in a viable ERISA complaint, oral argument did not suggest an outcome.... [5] Vanguard settles target-date-fund claim for $40 million -- along with a $106 million penalty."
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