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Sophisticated Fiduciary

Deep Dive: In-Plan Retirement Income

CAP STRAT’s Will Woodall and Alison Bettonville, CFA, bring you an in-depth discussion on in-plan retirement income options. Where are we now and where might we go next?

Will Woodall

Will Woodall

Managing Principal

Will is Managing Principal of CAP STRAT and leads all aspects of the business enterprise, overseeing the investment strategy and process, technology, operations, business development, and client service.

Alison Bettonville

Alison Bettonville, CFA

Director of Institutional Advisory Services

Alison manages CAP STRAT’s Institutional Advisory Business, and is a member of the firm’s Investment Committee.