PLANADVISER’s July/August issue contains an article about plan sponsors considering whether, and how, to outsource 3(38) investment management.
The piece includes commentary from an interview between PLANADVISER journalist Lee Barney and CAPTRUST’s Steve Wilt.
Wilt offers his insight on trends he sees in the industry along with some detail on CAPTRUST’s 3(38) service offering and how it allows advisors to work more closely with the participant and sponsor.
To read the article in its entirety, click here. (Subscription may be required)
CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing investment advisory services to retirement plan fiduciaries, endowments and foundations, executives, and high-net-worth individuals. Headquartered in Raleigh, North Carolina, the firm currently represents more than $340 billion in client assets with 42 locations across the U.S.