Did you start the year with a list of financial resolutions? Saving more and spending less? As well intentioned as you were, midyear is an excellent time to check in with yourself and make some adjustments to be sure you’re staying on course. In this webinar recording by our financial advisory business partner CAPTRUST, we share a few financial areas you should check in on and actions you can take now to get back on track if you have strayed.

With the war in Ukraine and the financial war over inflation, investors have had to monitor an event-driven market, but there are still positives to look forward to in the year ahead. An insightful 5-minute video from ACEC RT’s investment advisory firm CAPTRUST, now providing personalized advice to participants as part of your plan.

A special webinar for ACEC Retirement Trust Plan Sponsors and Participants by CAPTRUST, our investment advisory firm. Presenter: Brent Hartman, CAPTRUST Investment Strategist. Host: John Pickett, ranked #7 in Barron’s prestigious Top 100 Institutional Consulting Teams List. John is Sr. VP at CAPTRUST and works closely with the ACEC RT.

1) New Target Date Fund
2) No additional cost Personal Financial Advice

Our investment advisory firm CAPTRUST explains: (1) the new Target Date Fund that joins our lineup despite the normal minimum requirement of a billion dollars invested, and (2) our new service that gives every plan participant their own personal financial advisor from CAPTRUST at no additional cost – it’s included in our low fee.

It’s generally a good idea to review your employer-sponsored retirement savings plan at least once each year, and when major life changes occur. If you haven’t given your plan a thorough review within the past 12 months, now may be a good time to do so.