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CAPTRUST DIRECT Fiduciary®

DIRECT Fiduciary® from CAPTRUST Financial Advisors is a solution for retirement plan sponsors designed to reduce the complexity, distraction, and day-to-day resource drain of managing a retirement plan.

DIRECT Fiduciary®

DIRECT Fiduciary® from CAPTRUST Financial Advisors is a fiduciary solution for retirement plan sponsors designed to reduce the complexity, distraction, and day-to-day resource drain of managing a retirement plan. As part of the program, you get access to:

  • A dedicated retirement plan advisor who will establish and monitor an appropriate investment menu for your retirement plan
  • CAPTRUST Direct, a secure online portal to help you manage fiduciary tasks
  • The highest level of investment fiduciary liability transfer under ERISA 3(38)

By hiring CAPTRUST to act as your plan’s investment manager, transferring investment liability to CAPTRUST, and managing fiduciary tasks via CAPTRUST Direct, you save time and energy. By spending less time on plan investments, you can focus on other aspects of plan management, like providing participants with the resources they need to help them get in your plan and saving more.