Retirement Plan Advisory Services Washington DC

Address

Non-branch Location
Washington, DC 20036

Contact

Phone: 800.216.0645

Who We Serve

Retirement Plan Sponsors

Hours

Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm

See Nearby Locations

Columbia, MD

Retirement Plan Sponsors

We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.

Explore Our Services

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CAPTRUST

Washington, DC

With our centralized model, CAPTRUST’s experts contribute a deep well of resources to keep your plan’s goals top-of-mind. This means we work with you to determine a competitive retirement plan for your organization through our best-in-class client experience. Ready to learn more about our client-first approach? Get in touch with CAPTRUST’s DC office.

Our Team

Jason Bart

Financial Advisor,
CAPTRUST at Work

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Nicholas Mellone

Vice President,
Financial Advisor

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Francetta (Fran) Slacum

Senior Financial Advisor,
Relationship Manager

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We serve retirement plan sponsors across a range of niche markets, including higher education and other nonprofit organizations, healthcare, food service, construction, and more. Regardless of industry, we provide exceptional fiduciary guidance by following an established governance process that helps each client meet their fiduciary obligations.

Fran Slacum