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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 transparency.

Foundations and Endowments

We remove investment complexity by providing comprehensive, customized solutions designed to help foundations and endowments accomplish their unique objectives.

  • IRS Announces 2018 Pension Plan Limitations

    10.20.2017

    The Internal Revenue Service announced its annual update to dollar limitations for pension and other retirement plans for tax year 2018. Some of the retirement plan-related limitations are changing because the annual cost-of-living increase met the statutory threshold that triggers their adjustment.

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  • Good Global Growth Spurs Stock Prices

    10.28.2017

    Global growth continues to exceed expectations. But have the world’s stock markets fully priced in the good news? Will changing monetary policies undermine the price-to-earnings multiple expansion we are witnessing? Could tax policy changes provide an additional boost to stock prices? This Investment Strategy explores these questions.

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  • Fiduciary Update November 2017

    11.10.2017

    In this quarter’s Fiduciary Update, CAPTRUST’s Drew McCorkle provides an update on the DOL's conflict of interest rule for other investor protections, late loan payments as taxable distribution, pension overpayments, and other fee related litigation.

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Press Releases

CAPTRUST to Sponsor #iGiveCatholic on November 28

11.07.2017

This year, CAPTRUST is sponsoring #iGiveCatholic—an online crowdfunding event that brings the community together to give thanks and give back to Catholic parishes, schools, and ministries. The event will be held on November 28.

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