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.

  • Market Thoughts 05.18.2017


    Yesterday, U.S. stocks declined 1.8 percent on news of the appointment of a Special Counsel by the Department of Justice to oversee the investigation of Russian government efforts to influence the 2016 election. Stocks rebounded today. Nevertheless, this is a clear signal that politics are impacting the markets to an increasing extent and contributing to increased market volatility.

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  • DOL Finalizes Fiduciary Rule Extension


    On April 4, the DOL filed the much-anticipated final rule outlining the 60-day extension of the applicability date of the conflict of interest rule—otherwise known as the fiduciary rule. The rule and accompanying prohibited transaction exemptions (PTEs) will now be applicable on June 9, 2017 with certain provisions applicable on January 1, 2018.

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  • Addressing Financial Stress in the Workplace


    Companies have long realized the value of having healthy employees, and programs aimed at increasing wellness have morphed from fad recruiting tool to must-have corporate offering. However, a key aspect of employee wellbeing has been largely overlooked. Financial wellness is the new frontier—a key workplace trend—in getting employees as “fit” as possible.

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Plan Sponsors' Biggest Surprises about 3(38)


Join us on Wednesday, May 31, 2017, where CAPTRUST Defined Contribution Practice Leader Scott Matheson will moderate a 60-minute discussion on the topic of discretionary investment management with CAPTRUST senior investment experts, Jennifer Dunbar and John Leissner.

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CAPTRUST Defined Contribution Services Ranked #1


Institutional Investor’s inaugural DC Industry Leaders study rates CAPTRUST as provider of the best defined contribution services to retirement plan-centric advisors. CAPTRUST operates as a centralized model; the company’s financial advisors are supported by more than 200 colleagues.

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CAPTRUST Tops List of RIA Aggregators


InvestmentNews recently published industry research focused on the trend of retirement plan advisors seeking to build their practices through the scale and support offered by RIA aggregators. With $194 billion of DC assets under advisement and 85 DC-focused advisors, CAPTRUST ranks as the largest of the aggregator firms.

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