The National Association of Plan Advisors (NAPA) seeks to identify the industry’s top advisors under 40 with their annual list of “Young Guns”. This year, CAPTRUST has 15 advisors in the running for this distinction.
Investment advisory and fiduciary services for retirement plans, including 401(k), 403(b), defined benefit, and nonqualified deferred compensation plans. In addition to 3(21) investment advisory services, we offer 3(38) investment management for plan sponsors interested in discretionary services.
- 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.
Investment, fiduciary and risk management services for foundations and endowments.
As the market leader working with Catholic institutions, we have developed a range of services to address the demands of faith-based institutions.