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.

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.

  • Millennials Coming of Age in the Workforce


    Brian Perkins focuses on Millennials and their influence on how employers may think about plan design, communication, and participant engagement. He describes ways employers may be able to use retirement programs to strengthen bonds with their Millennial workers.

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  • Getting Personal with Your Genes


    The goal of the Human Genome Project was to map and sequence the 22,000 genes that make up the human genome. Their efforts also accelerated development of technology for gene analysis. and unleashed a genomic revolution.

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  • Supreme Court Rules on Tibble v. Edison


    Citing trust law, the Supreme Court remanded the case back to the Ninth Circuit Court of Appeals to reconsider claims that Edison breached its duties when it failed to use less-expensive institutional share classes in its 401(k) plan.

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VESTED, Summer 2015


We are pleased to announce that the Summer 2015 issue of VESTED, CAPTRUST's magazine for clients and friends, is now available. If you are a subscriber, you will receive your copy in the mail the week of June 15. If you are interested in receiving VESTED Magazine, please contact your CAPTRUST financial advisor or let us know via email.

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Press Releases

Position Paper on Advisor Search Process


CAPTRUST releases position paper outlining best practices for evaluating and selecting retirement plan advisors. The paper gathers insights from the more than 700 requests for proposal (RFPs) CAPTRUST has responded to over the past 10 years into a roadmap for constructing an RFP and managing the RFP process.

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