News Releases

Rick Shoff, managing director at CAPTRUST, has accepted the by-invitation-only request to join the DC Plan Investment Council, an exclusive advocacy group whose membership is limited to 75 professional retirement plan advisors and retirement practice leaders of advisory firms.

Formed in May 2009, the DC Plan Investment Council is composed of distinguished retirement industry professionals who leverage their collective experience and influence to advocate for successful qualified plan and participant outcomes. Nominees for membership are carefully selected for their years of experience and high profile thought leadership, as determined by the Council.

“I was deeply honored to receive the council’s invitation to join its esteemed membership,” said Shoff. “For the last 28 years, my focus has been on helping plan sponsors improve outcomes for their participants. The issues facing today’s plan sponsors and participants are becoming increasingly more complex, thus more important to solve if we are to improve retirement outcomes for all Americans. I look forward to working with fellow council members on this important initiative.”

Shoff leads advisor recruiting and acquisition efforts at CAPTRUST, one of the nation’s leading independent advisory firms. He is a frequent guest speaker at industry conferences regarding topical retirement plan issues. Prior to CAPTRUST, Shoff was CEO of Plan Advisory Services, the highly successful Pennsylvania-based advisory firm that Shoff launched in 1991 and eventually sold in 2006 to CAPTRUST.

About CAPTRUST Financial Advisors

CAPTRUST is an independently-owned retirement advisory firm providing fiduciary and retirement advice to institutional investors, retirement plan fiduciaries, executives, and high net-worth individuals. Over the last 25 years, CAPTRUST has grown from an entrepreneurial start-up to one of the nation’s leading retirement advisory firms. Headquartered in Raleigh, N.C., the firm represents over $67 billion in client assets with offices in Alabama, California, Florida, Georgia, Iowa, North Carolina, Maine, Massachusetts, Minnesota, Mississippi, Ohio, Pennsylvania, Texas, Virginia, and Washington, DC.

To learn more, please visit www.captrustadvisors.com.

About the DC Plan Investment Council

The Council advocates for successful qualified plan and participant retirement outcomes through the collaborative efforts of experienced, qualified retirement plan advisors, investment firms and asset managers, and defined contribution plan service providers. The Council accomplishes this mission by its focus on:

·       Identification of duties, responsibilities and attributes of the professional retirement plan advisor.

·       Sharing our professional standards with plan sponsors who are responsible for the success of their plans.

·       Providing collective thought capital to decision makers, product providers, legislators and the public.

·       Giving voice to the retirement plan advisor community.

·       Tools to evaluate advisors, ensuring the quality of services needed for successful retirement outcomes.

To learn more, please visit www.dcpicadvisors.com

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