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CAPTRUST Releases Position Paper on Nonqualified Plan Financing

CAPTRUST launched a new position paper addressing how companies can best prepare their nonqualified deferred compensation plans for growth driven by rising state and federal taxes and fueled by improved capital markets. The paper advocates for a comprehensive process to craft a plan financing strategy that provides attractive benefits without compromising corporate balance sheets or cash flow.

CAPTRUST Adds to Leadership Bench

CAPTRUST has announced the hiring of Rush Benton as Senior Director of Strategic Wealth. Based out of the headquarters in Raleigh, Benton will lead the firm’s private wealth business, growing assets both organically and through acquisition of independent, fee-based registered investment advisors (RIAs).

CAPTRUST Expands Presence in Boston

CAPTRUST announced its acquisition of Bay Colony Partners, a group of specialists focused on qualified and nonqualified corporate retirement plans and individual wealth management, located in Boston, Massachusetts, one of the nation’s top retirement plan markets.

CAPTRUST Relocates West Des Moines Office

CAPTRUST announced the relocation of their West Des Moines, Iowa office to its new location at 4401 Westown Parkway, Suite 220 in West Des Moines. The Iowa team includes Financial Advisors Jim Pierce, Jean Duffy, Andrew Shimp, Aaron Morris, Jen Eddleman and administrative assistant, Sheri Elsen.