Freedom401k® 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.

It's all in the details

Dedicated Investment Manager

As your plan’s investment manager, we keep you up to date on how your plan’s investment menu is performing, make changes as necessary, and share valuable research from CAPTRUST’s dedicated research team, including position papers, topical articles, legislative updates, and the latest capital market perspective. Think of CAPTRUST as your liasion to the best investment thinking, and an advocate to help you manage your plan more effectively.

Fiduciary Liability Transfer

The Employee Retirement Income Security Act (ERISA) provides for several types of fiduciaries to help plan sponsors manage or reduce their fiduciary liability. By hiring CAPTRUST and taking advantage of the Freedom401k® program, you transfer investment liability to CAPTRUST at the highest level possible under ERISA Section 3(38). This liability transfer allows you to spend less time and energy on plan investments and more time helping participants get in your plan and saving more. To learn more about the different fiduciary roles under ERISA, refer to our Simplify Responsibility page or to our Navigating Investment Responsibilities position paper.

Administration and Recordkeeping

Managing your 401(k) plan can be time-consuming and complicated. That’s why you need an experienced partner who can take on the administrative duties, recordkeeping, legal compliance and other tactical chores involved with ensuring the success of your 401(k) plan. We can help. For more than 20 years, we’ve applied our proven processes and extensive experience to reduce the administrative burden for hundreds of companies.

With a focus on proactive client service, our goal is to:

  • Make sure that your plan runs smoothly
  • Provide greater compliance with all ERISA regulations
  • Help you meet all of your fiduciary responsibilities for plan administration

At Your Fingertips

If you would like to learn more about the Freedom401k® program or how we can help you, please provide the following information, and we will call you within one business day.