Executive Benefits for Plan Sponsors

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Executive Benefits for Plan Sponsors

Your most senior employees often have complex compensation and benefits,
which aren’t well served by one size fits all financial wellness solutions. Today,
we’ll discuss what CAPTRUST at work can do for your key employees.
As one of the country’s leading retirement plan advisors, CAPTRUST has
decades of experience in complex employee benefits. We understand that
financial wellness means so much more than just retirement assets. That’s why
our executive services, available through CAPTRUST at work, include
advanced financial planning, executive compensation planning, and more.

Company stock planning, concentrated position analysis, tax optimization,
legacy planning and wealth transfer, risk management and insurance
assessment, and business succession planning. We help your employees
maximize their chances of success and minimize the risks of accumulated
wealth. CAPTRUST at Work for Executive Employees includes on demand
support. From a dedicated financial advisor who is familiar with your
organization’s qualified and non-qualified plans, stock programs, and executive
compensation.

Through one-on-one meetings, our advisors can address timely questions and
help your key employees develop financial goals and plans tailored to their
unique needs. They can also create retirement income and wealth projections
that help your key employees visualize their financial future. So that they can
make better informed decisions all along the way to retirement.

As the benefit sponsor, you can determine the number of key people that receive
this service for a flat annual fee. CAPTRUST will meet with your key
employees in person or virtually using video and screen share technology. Your
chosen employees will also have access to CAPTRUST’s industry leading
financial wellness content, including Vested Magazine.

While we believe all employees can benefit from tailored financial advice, your
most senior employees often need extra help to navigate their complex financial
situations. For those who are interested, CAPTRUST can also deliver
discounted comprehensive wealth management services, which would include
ongoing discretionary asset management and implementation of all financial
planning recommendations to help them grow and guard their wealth.

To learn more about this valuable financial planning tool and the impact it could
have on your key employees, contact your financial advisor or visit
CAPTRUST.com today.

Disclosure: CapFinancial Partners, LLC (doing business as
“CAPTRUST” or “CAPTRUST Financial Advisors”) is an Investment
Adviser registered under the Investment Advisers Act of 1940. However,
CAPTRUST video presentations are designed to be educational and do
not include individual investment advice. Opinions expressed in this
video are subject to change without notice. Statistics and data have come
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accurate or complete. This is not a solicitation to invest in any legal,
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