Wealth Management

We help our clients plan and manage their financial lives so they can focus on the non-financial aspects of their lives that are most important to them.

Defined Contribution Plans

We help 401(k) and 403(b) plan sponsors manage their plans more effectively with our independent advice on investments, plan design, participant engagement, vendor management, and fiduciary process management.

Defined Benefit Plans

We remove complexity for pension plan sponsors by providing comprehensive, customized solutions that address the risks inherent in liability measurement and the capital markets.

Nonqualified Executive Benefits

We help deferred compensation plan sponsors recruit, retain, reward, and retire their most valuable employees by providing comprehensive service rooted in a fiduciary mindset of independence, objectivity, and complete transparency.

Foundations and Endowments

We remove investment complexity by providing comprehensive, customized solutions designed to help foundations and endowments accomplish their unique objectives.

  • Fiduciary Update | May 2016


    In this quarter's Fiduciary Update, CAPTRUST's Drew McCorkle highlights several important court cases with best practice implications for retirement plan sponsors, including a look at the DOL's long-awaited fiduciary rule, a new fee litigation case, and an assortment of legal and regulatory news releases.

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  • The Inelegant Narrative


    Today's capital markets reflect bond yields at all-time lows, stagnant or falling earnings, and at least one major market in a lengthy bull market with few pullbacks along the way. In other words, not the best setup for investors already frustrated by low returns over the past three years. CAPTRUST Chief Investment Officer Eric Freedman provides his current perspective on this inelegant truth.

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  • So You Hired an ERISA §3(38) Fiduciary … Now What?


    Plan sponsors are looking for help managing their retirement plans. In some cases, they are turning to their plan advisors, asking them to do more on their behalf. But hiring a 3(38) investment manager is not a panacea; the process of selecting and engaging a 3(38) itself is a fiduciary responsibility.

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CAPTRUST CEO Discusses Fiduciary Rule Fallout


CEO Fielding Miller participated on a panel of industry notables discussing the implications of the DOL's recently released regulations intended to eliminate conflicts of interest for retirement plan sponsors and participants. The panel was part of the agenda at NAPA's 15th Annual 401(k) Summit held in Nashville.

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Execute a Foolproof Advisor RFP Webinar Recording


CAPTRUST recently hosted a webinar about best practices for conducting an advisor RFP and available resources to streamline the process. Whether you are benchmarking your current advisor or conducting a formal advisor RFP, this recording will help you implement the fundamentals of a sound RFP process.

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CAPTRUST’s Miller Named to TBJ’s Top CEO List


CAPTRUST CEO Fielding Miller was recognized by the Triangle Business Journal in its 2016 CEO of the Year Awards. This award comes as CAPTRUST reaches the end of its initial 10-year strategic plan, a period that has witnessed the firm’s extraordinary growth.

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