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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.

  • February 2015 Fiduciary Update

    02.12.2015

    In this quarter's Fiduciary Update, CAPTRUST's Drew McCorkle highlights several important court cases with ERISA retirement plan implications plus topics such as deferred annuities in target date funds and Washington's focus on small employer retirement plans.

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  • Six Ways to Maximize your Social Security

    01.31.2015

    What’s the best time to start collecting Social Security retirement benefits? What strategies are available? Can you continue working while collecting benefits? Such questions can bedevil busy working people who are planning ahead for retirement. So here are six helpful ways to make the most of your Social Security benefits.

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  • DOL Clarifies Participant Fee Disclosure Timing

    03.19.2015

    On March 18, 2015, the DOL issued a final direct rule on the issuance of the annual fee disclosure required under ERISA Section 404(a)(5). In its communication, the DOL changed the frequency of its required participant fee disclosure from at least once every 12 months to once every 14 months.

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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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