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Freedom401k®

Freedom401k® from CAPTRUST Financial Advisors is a solution for retirement plan sponsors designed to reduce the complexity, distraction, and day-to-day resource drain of managing a retirement plan.

Your People Deserve Help

Do your employees know how much money they need to retire?

Is your 401(k) plan employee participation at your company’s target level? Are you confident that your employees are effectively using your plan to reach their retirement goals? If you answered “no” to any of these questions, you’re not alone. Research has shown that many employees simply don’t have the necessary knowledge and financial expertise to get the maximum value from their 401(k) plan. We can help. For more than 20 years, we’ve provided hundreds of companies with industry-leading, highly customized participant advice designed to:

  • Promote the value of participating in the plan.
  • Provide each employee with an investment strategy tailored to their individual needs.
  • Ensure that your employees stay on track toward meeting their retirement goals.

Better investment outcomes

When combined with our Participant Advice Services, Freedom401k® clients experience increased enrollment and higher deferral rates. Focused on helping participants invest well and save more, our retirement counselors provide one-on-one advice to employees and encourage them to take action based on recommendations tailored to the individual.

At Your Fingertips

If you would like to learn more about the Freedom401k® program or how we can help you, please provide the following information, and we will call you within one business day.