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Endowments and Foundations

We remove investment complexity by providing comprehensive, customized solutions designed to help endowments and foundations accomplish their unique objectives.

Nonqualified Executive Benefits

We help deferred compensation plan sponsors recruit, retain, reward, and retire their most valuable employees by providing comprehensive service rooted in a fiduciary mindset of independence, objectivity, and transparency.

Defined Benefit Plans

We remove complexity for pension plan sponsors by providing comprehensive, customized solutions that address the risks inherent in liability measurement and the capital markets.

Defined Contribution Plans

We help 401(k) and 403(b) plan sponsors manage their plans more effectively with our independent advice on investments, plan design, participant engagement, vendor management, and fiduciary process management.

Wealth Management

We help our clients plan and manage their financial lives so they can focus on the non-financial aspects of their lives that are most important to them.

  • High Earners Face Retirement Challenges

    07.09.2019

    More money can help employees get ahead financially, but even a hefty income won’t secure a successful retirement. High earners relying solely on qualified plans and Social Security to generate income in retirement will face savings shortfalls. However, there are opportunities they can leverage to avoid a potential income gap.

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  • Fiduciary Update | May 2019

    05.16.2019

    In this quarter’s Fiduciary Update, CAPTRUST’s Drew McCorkle provides a look at what is trending for fee and investment performance cases. Also covered is the potential for a cascade of fee cases in the healthcare arena, along with a reminder to benefits departments about providing information to plan participants.

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Recognition

PODCAST: Best Practices for Retirement Plan Committees

07.11.2019

The latest episode of Williams Mullen’s Benefits Companion Podcast features CAPTRUST’s Beryl Ball. Ball offers her expertise on topics such as the selection of good candidates and the importance of fiduciary training for your retirement plan committee.

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Recognition

CAPTRUST’s Wes Collins on Financial Wellness at Work

07.10.2019

PLANSPONSOR recently published an article written by Wes Collins, senior manager of participant advice services at CAPTRUST. Collins explains that plan sponsors should consider educational programs that help their workers understand what financial wellness looks like at different ages and career stages.

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