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.

  • Summer Swoon?


    Stock markets sold off last week and opened lower again today. The Dow Jones was down over 1,000 points at one point this morning. Concerns over global growth and a lack of confidence in Chinese markets are leading stocks lower. China, an engine for growth since the financial crisis, appears to be hitting a growth wall.

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  • The Big Choice


    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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  • 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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Press Releases

CAPTRUST and MFP Strategies Merge


CAPTRUST announced that it has completed a merger with MFP Strategies. Based in Bethlehem, PA, MFP Strategies brings with it deep experience in wealth management and capital preservation strategies for private clients, investment advisory services for institutions, and retirement plan advisory services for institutional plan sponsors.

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Greg Middleton Discusses Advisor RFP Best Practices


CAPTRUST's Greg Middleton is featured in an article in PLANADVISER Magazine discussing plan sponsors’ increased use of the RFP as part of the process to hire a retirement plan advisor. The article focuses on how plan sponsors are using advisor RFPs as a way to evaluate and select advisors.

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