Implementation of the DOL's fiduciary rule is just around the corner. And the majority of retirement plan providers will announce their intended changes in response to the rule during the final quarter of 2016. We invite you to listen to a recording of a recent CAPTRUST hosted webinar to help you prepare for your year-end discussions.
What We Do
CAPTRUST specializes in providing retirement plan and investment advisory services to retirement plan fiduciaries, executives, and high-net-worth individuals.
Individual Investors and Families
Wealth planning, risk management, and investment services.
Executives and Business Owners
Corporate benefits planning, risk management, and investment services.
Cash management, risk management, and post-career planning for the unique needs of professional athletes.
Retirement Plan Participants
Wealth management services for participants in CAPTRUST-advised retirement plans.
Defined Contributions Plans
Investment and fiduciary services for 401(k), 403(b), and other defined contribution plans.
Defined Benefit Plans
Investment and fiduciary services for defined benefit pension plans.
Nonqualified Executive Benefits
Investment and plan management services for nonqualified deferred compensation plans.
Foundations and Endowments
Investment, fiduciary and risk management services for foundations and endowments.