CAPTRUST’s Christopher Kulick, a senior vice president and financial advisor at the firm, has contributed to PLANSPONSOR magazine’s latest cover story. The article, titled “Looking Closer”, discusses how quality data analysis helps plan sponsors understand how well their retirement plans work currently and where to make changes to improve employees’ retirement readiness.
The article includes sections on deferral-data analysis, investment-allocation data, loan data, Roth feature usage, and financial wellness program engagement.
PLANSPONSOR “is the trusted information and solutions resource for America’s retirement benefits decision makers,” according to their site.
Click here to read the PLANSPONSOR article. (Login required.)
CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing investment advisory services to retirement plan fiduciaries, endowments and foundations, executives, and high-net-worth individuals. Headquartered in Raleigh, North Carolina, the firm represents more than $278 billion in client assets with 38 offices located across the U.S.