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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.

  • Striking the Limit

    04.07.2015

    Plan sponsors may not be aware of the retirement readiness gap facing well-paid, key managers who are not top executives. Despite their relative affluence, these individuals are unlikely to be able to save enough for a comfortable retirement.

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  • DOL Reissues Proposed Fiduciary Rule

    04.15.2015

    On April 14, 2015, the Department of Labor reissued a proposed rule that would update the definition of “fiduciary” under ERISA for parties giving investment advice to employee benefit plans, their participants, or beneficiaries.

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  • Global Central Banks

    04.17.2015

    CIO Eric Freedman provides an informed perspective on the latest developments in the global capital markets. Ranging from U.S. politics to central bank policy to the economy, he explains the likely impact of current events on investors' market expectations, portfolio construction, asset allocation, and portfolio returns.

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Press Releases

CAPTRUST and Pensionmark® Announce Strategic Partnership

03.16.2015

CAPTRUST Financial Advisors and Pensionmark Retirement Group have announced a strategic partnership designed to create the financial services industry’s premier platform for retirement plan advisors. The combined firms are expected to serve more than 3,000 institutional clients with over $170 billion of assets under advisement.

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Press Releases

Position Paper on Advisor Search Process

03.12.2014

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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In the Community

2015 Big Fundraiser Announcement

02.13.2015

The CAPCommunity Foundation names The Children's Flight of Hope as the 2015 Big Fundraiser Initiative Charity. Children's Flight of Hope’s mission is to provide free air transportation to and from medical facilities for seriously ill and injured children who — due to medical, financial, or logistical reasons — are unable to reach their destinations by any other method.

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