Financial Advisor magazine’s Eric Rasmussen recently sat down with CEO Fielding Miller to talk about CAPTRUST’s focus on retirement plan advisory services and the challenges and opportunities in that specialty market segment.
Nonqualified Executive Benefits
Historically, nonqualified deferred compensation plan sponsors have had to rely on professionals who were compensated through the sale of products such as life insurance or mutual funds for advice about nonqualified plans. They have had limited access to independent and comprehensive advice and expertise. Taking a holistic view with the ability to align and integrate a company’s qualified retirement plan with its nonqualified plan is the best strategy for maintaining the overall health of a company’s retirement benefit package.
Through our approach of plan analysis and benchmarking, we help plan sponsors better diagnose issues, understand costs, streamline operations, and, ultimately, help ensure that their plan accomplishes what it is intended to do: recruit, retain and reward the company’s most valuable employees as cost-effectively as possible.
The five key components of our plan analysis and benchmarking are:
- Plan design
- Plan financing and security
- Plan administration and fee benchmarking
- Investment advice
- Participant education and advice
We leverage decades of experience serving as a trusted partner, helping to guide retirement plan sponsors toward informed decisions with independent advice, cost transparency, and objectivity. Our comprehensive advisory services are designed to bridge the retirement gap that exists for your highly compensated employees.