PLANSPONSOR Magazine announced last week that CAPTRUST’s Chris Kulick was named Retirement Plan Adviser of the Year in its individual advisor category. Kulick, who works out of the firm’s Doylestown, Pennsylvania, office, joined CAPTRUST in 2010 and has worked in the financial services industry since 2001.
Each year, PLANSPONSOR Magazine conducts intensive research for their Retirement Plan Adviser of the Year awards. Starting months before the announcement of finalists and winners, PLANSPONSOR initiates a call for advisor nominees, who are then asked to complete a survey detailing their business, expertise, and more. Additional questions and interviews are used to identify winners in four categories: individual, small team, large team, and mega team.
Using information gathered during the nomination process, the researchers put together a profile for each finalist. Included in Kulick’s profile is client-specific information, such as how he has improved participants’ retirement readiness over the past year, as well as more general insights about how he views his business. When asked what he takes the most pride in as a retirement plan adviser, Kulick explained:
“I do not take it lightly that I am in a positon to affect positive change for hard working Americans—many of whom I may never meet—through the decisions made by committees and boards with whom I work. However, the best part of the job—the part I take the most satisfaction in—is when I sit down with an employee and help him or her realize their vision of retirement is possible.”
Kulick’s profile can be viewed in its entirety here.
CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing investment advisory services to retirement plan fiduciaries, endowments and foundations, executives, and high-net-worth individuals. Headquartered in Raleigh, North Carolina, the firm represents more than $248 billion in client assets with 35 offices located across the U.S.