Employer resources

We have a vested interest in the success of your retirement plan. Stay on top of Plan investment performance with our monthly flash investment report, and make use of informative and/or educational content offered for Plan Sponsors.

MONTHLY FLASH INVESTMENT REPORTS
See monthly return summaries for ACEC Retirement Trust investments including Guaranteed Income Fund, Domestic Equity Funds, Socially Responsible Funds, International Equity Funds, Real Estate Funds, Fixed Income Funds and Target Date Funds.

CURRENT REPORTPREVIOUS MONTH’S REPORT

5-MINUTE VIDEO

Two wars: Investment implications in an event-driven market

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.

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WEBINAR

ACEC RT 2022 Market Update and Economic Forecast Webinar

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.

WATCH WEBINARDOWNLOAD POWERPOINT

WEBINAR

Hear all about two exciting new benefits from 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.

WATCH WEBINAR

FUND LINEUP STRUCTURE

Flexibility to fit different investment styles

The ACEC RT fund lineup has tiers to fit different investment styles, from the least engaged (“Set it and forget it”) to those who want a more active approach. Our Trustees, with the assistance of our investment advisor, CAPTRUST, have carefully curated a balanced lineup of institutional-grade investments designed to help each plan participant build a diversified, efficient and individualized portfolio.

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ARTICLE FOR PLAN SPONSORS

A Changing Workplace: Predictions for 2022

2022 will bring a shiny new set of headlines into focus for many retirement plan sponsors. From a fresh focus on cybersecurity and changing workforce demands to new flavors of employee benefits, things could very well look a little different in the new year. In this article, CAPTRUST explores 2022 from the retirement industry lens.

READ ARTICLE

WEBINAR

­­­Beyond the Headlines: Plan Sponsor Predictions for 2022

Webinar recording from our investment advisor CAPTRUST: A panel of retirement plan experts discuss trends and issues for 2022 such as impact of Diversity & Inclusion on plan design, rising interest in ESG investing, SECURE Act 2.0, potential impact of tax reform, and more.

WATCH RECORDED WEBINAR

EDUCATIONAL SERIES FOR YOUR EMPLOYEES

Video tips for Financial Wellness Engineering

Watch these short videos for insights on engineering your financial health now and for the future. This educational content is courtesy of our investment consultant CAPTRUST, which is one of the top institutional financial advisory firms in the country.

Watch Videos
The Roth Feature
Time is Money
Creating a Financial Plan
Investing in the Stock Market
Good vs. Bad Debt

Featured Podcast

Purchasing power and exclusive 401(k) plan benefits for engineering firms

In an ACEC Conference interview for the “Engineering Influence” Podcast, Ed Studniski explains how the ACEC-RT gives firms of all sizes extra purchasing power and benefits not available in any other plan, such as a unique 401(k) Student Debt solution, to help firms attract and retain the best talent.

Podcast

Ed Studniski
ACEC RT Trustee, and President
Gausman & Moore Associates

If you’d like to join ACEC RT

Click here

Or, call Lydia Zabrycki at (559) 284.0370