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Financial Times Names 21 CAPTRUST Advisors to Top 401 List

The Financial Times included 21 CAPTRUST advisors in its 2018 list of the 401 Top Retirement Advisors. The list recognizes the top financial advisors who specialize in serving defined contribution retirement plans, such as 401(k) and 403(b) plans.

The Financial Times included 21 CAPTRUST advisors in the publication’s 2018 list of the 401 Top Retirement Advisors. The list recognizes the top financial advisors who specialize in serving defined contribution (DC) retirement plans, such as 401(k) and 403(b) plans.

Financial advisors from across the U.S. applied for consideration, having met a set minimum of requirements. The applicants were then graded on six criteria: DC assets under management, DC plan growth rate, specialization in DC plans, years of experience, advanced industry credentials, and compliance record.

The final FT 401 represent an impressive cohort of elite advisors: the average advisor in this year’s FT 401 has 20 years of experience advising DC plans and advises on $1.26 billion in DC plan assets.

The list includes the following CAPTRUST financial advisors:

To read the article online, please visit ft.com.

About CAPTRUST

CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing retirement plan and investment advisory services to retirement plan fiduciaries, endowments and foundations, and executives and high-net-worth individuals. Headquartered in Raleigh, North Carolina, the firm represents more than $278 billion in client assets from its offices located across the U.S.