CAPTRUST Solutions

Delivery of ERISA fiduciary risk management services for defined contribution retirement plans.

Provide consultative support on all aspects of your plan’s valuation and to meet all filing, certificate, and disclosure requirements.

Diversification of an investment portfolio across a variety of investment types with different risk and return characteristics.

One-on-one advice and financial wellness education to help employees maximize employer benefits and enhance their overall financial well-being.

Periodic assessment of the competitiveness or appropriateness of fees charged by investment managers.

Periodic updates on retirement plan related issues and developments and best practices for retirement plan committee members. 

Creation and management of an age-based asset allocation strategy for retirement plan participants that becomes more conservative over time.

Identification and structuring of appropriate investment options to be included in a defined contribution plan.

Assistance with the creation and execution of documents governing selection of plan investments and their ongoing monitoring.

Development of investment strategies designed to fund future pension plan liabilities while managing risk.

Identification of investment managers fitting a particular profile for inclusion in a retirement plan’s investment menu.

Comply with regulations while getting strategic advice to help ensure your plan delivers benefits in line with your objectives.

Development of supplemental retirement savings plans to recruit, reward, and retain key employees.

Discretionary portfolio management that includes asset allocation, plus ongoing investment selection and monitoring for a pension plan.

Analysis and support for sponsors looking to offload pension plan risk via lump sum or annuity payments.

Quarterly assessment of investment manager or portfolio returns and risk relative to peer groups and indexes.

Analysis of key defined contribution plan features that drive costs, competitiveness, and employee retention.

Analysis and advice on the costs and benefits of investments offsetting nonqualified deferred compensation plan liabilities.

Process oversight and assistance with identifying and selecting a retirement plan recordkeeper.

Diversification of an investment portfolio across a variety of investment types with different risk and return characteristics.

Assistance with the implementation of best practices for endowment investment committee composition and ongoing governance.

Management of client investment portfolio assets based upon stated guidelines, goals, and objectives.

Portfolio reporting and capital markets perspective intended to help drive donor confidence and engagement.

Alignment of portfolio investments with an investor’s ethical considerations or values.

Periodic assessment of the competitiveness or appropriateness of fees charged by investment managers.

Assistance with the documentation of policies governing portfolio risk, investment selection, ongoing portfolio monitoring, and distributions.

Identification of investment managers fitting a particular profile for inclusion in an endowment’s investment strategy.

Portfolio recommendations and changes implemented in collaboration with an investment committee.

Quarterly assessment of investment manager or portfolio returns and risk relative to peer groups and indexes.

Process oversight and assistance with identifying and selecting a trustee or custodian for endowment investment assets.