Insights

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From the CAP STRAT Studio

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Sophisticated Fiduciary

Inside Look: Our Focus For Institutional Clients – Vimeo thumbnail

Inside Look: Our Focus For Institutional Clients

04.15.24

SECURE Act 2.0 in 1 Minute – Vimeo thumbnail

SECURE Act 2.0 Guidance For Plan Fiduciaries

02.13.23

SECURE Act 2.0, New ESG Guidance, Operational Errors & Compliance – Vimeo thumbnail

SECURE Act 2.0 | New ESG Guidance | Operational Errors & Compliance

02.01.23

SECURE Act 2.0 in 1 Minute – Vimeo thumbnail

SECURE Act 2.0 in 1 Minute – This Is What You Need To Know

02.01.23

Deep Dive | ESG – Vimeo thumbnail

ESG | Deep Dive

11.29.21

SECURE Act 2.0

Wealth | Feb 2023 – Vimeo thumbnail

Feb 2023 | Roth Conversions & Opportunity in SECURE Act 2.0

02.23.23

Paper Statement Requirements – Vimeo thumbnail

Paper Statement Requirements | SECURE Act 2.0

02.09.23

403(b) Plan Provisions – Vimeo thumbnail

403(b) Plan Provisions

02.09.23

Auto Features for New Plans (EACA) – Vimeo thumbnail

Auto Features for New Plans (EACA)

02.09.23

Part Time Employee Eligibility – Vimeo thumbnail

Part Time Employee Eligibility

02.09.23

Managed Asset Strategies

MAS Performance Review | 2025 Q1

04.07.25

MAS Performance Review | 2024 Q4

01.03.25

Take 5 for Financial Wellness

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Protected: Take 5 for Financial Wellness – Use Cases & Instructions

09.10.24

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Protected: 401k Basics

09.10.24