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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 | February 2016

    02.04.2016

    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 recent participant fiduciary claims, an update on DOL guidance for socially responsible investments inside ERISA plans, and an assortment of legal and regulatory news releases.

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  • It Could Be Different This Time

    01.22.2016

    We find it is informative and helpful to periodically revisit and, if necessary, update our capital market assumptions, taking into account current capital-market and macroeconomic conditions. Chief Investment Officer Eric Freedman summarizes CAPTRUST's latest thinking on asset class returns, risks, and correlations.

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  • Habits of Highly Effective Fiduciary Committees

    11.13.2015

    As CAPTRUST's defined contribution practice leader, Scott Matheson works with our national network of clients, which provides him with a unique perspective on the controversial topics that can intimidate plan sponsor decision making. In this article, he shares a few observations gleaned from our work on a particular issue related to fiduciary best practices.

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Recognition

CAPTRUST's Leissner Discusses Retirement Readiness Formulas

01.26.2016

John Leissner, director of defined contribution services, recently discussed providers' retirement readiness calculators with PLANSPONSOR Magazine. Leissner’s team at CAPTRUST focuses on determining how effective retirement readiness tools are and if they're driving participant action.

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Recognition

NAPA Names Top Women Advisors of 2015

10.14.2015

The National Association of Plan Advisors (NAPA) today announced on its website the winners of its inaugural Top Women Advisors list. According to NAPA, this list recognizes leaders among the growing number of women “making significant contributions to this field” who are “in a league of their own.”

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Press Releases

Parker Carlson & Johnson Joins Forces with CAPTRUST

09.23.2015

CAPTRUST announced that it will merge Parker Carlson & Johnson Investment Management into its wealth management practice. Dayton-based, PCJ has been providing wealth management and investment advisory services to individuals, families, corporations, and non-profit entities since 1982.

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