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Solutions for Retirement Plan Sponsors

Solutions for Retirement Plan Sponsors

Investment advisory and fiduciary services that help you deliver more effective total retirement solutions.

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Complimentary Retirement Plan Review Offer

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Our Suite of Services

As retirement specialists, we have expertise across the full spectrum of qualified and nonqualified retirement plans, including 401(k), 403(b), defined benefit, and deferred compensation plans.

 

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Please note: This is a transcription so there may be slight grammatical errors.

The markets are more complex and challenging than ever. Even more so if your retirement plan is sponsored with fiduciary duties or a CFO responsible for protecting and growing endowment or foundation assets. Getting good advice is critical to you and your organization. So you need a partner with deep expertise, access to market intelligence, and an interest aligned with yours.

As a majority employee-owned company with more than 30 years helping organizations like yours, CAPTRUST has the expertise and independence necessary to focus on your needs, address your challenges, and give you comfort that you are on the right path. Come grow with advisors you trust. Come grow with CAPTRUST.

Process

What to Expect for Retirement Plan Sponsors

With more than 25 years of continuous focus, learning, and reinvestment, we have developed an unrivaled depth of resources, plus industry leverage and first-person access that allow us to negotiate better fees and services. We use these tools to create successful results for our clients.

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1
Explore the Range of Services We Offer
We have a deep bench of national talent with specializations by plan type, industry, investment vehicles, and even geography.
2
Tell Us About Your Goals and Priorities
The best advice comes from truly understanding your organization and its goals for the sponsored retirement plan.
3
Match with a Retirement Plan Advisor
We’ll connect you with a financial advisor who can provide customized advice to help you meet your fiduciary obligation.

Our Clients

Corporations

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For 401(k), defined benefit, and nonqualified plan sponsors seeking investment management or discretionary services.

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Educational Institutions

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For educational organizations in search of a trusted advisor to help them optimize their retirement plans.

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Healthcare Organizations

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For healthcare organizations looking to make well-informed investment decisions and manage fiduciary risk.

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Nonprofits

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For nonprofits looking to leverage expert resources to help address their investment, spending, governance, and donor development challenges.

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Government Entities

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For tax-exempt government organizations that sponsor 403(b) or 457(b) retirement savings plans.

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Complimentary Retirement Plan Review

This complimentary retirement plan review gives you a chance to evaluate our services and gain a deeper understanding of what CAPTRUST can do for you. Our plan review covers topics such as fund fees, performance, recordkeeper fees, and more. For us, it’s a chance to get to know you so we can do a better job faster once you become a CAPTRUST client.

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