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What We Do

We remove complexity for pension plan sponsors by providing comprehensive, customized solutions that address the risks inherent in liability measurement and the capital markets.

Defined Benefit Plans

Defined benefit pension plan sponsors face a number of challenges, from today's volatile financial markets and low interest rate environment to increasingly stringent regulatory requirements and changing demographic trends. These factors that combine to make it more complex and expensive to maintain a pension plan are prompting important questions for plan sponsors about how to move forward:

  • What risks are my plan exposed to and is now the time to remove risk from our plan?
  • Is there a way to reduce future pension obligations and funding requirements?
  • Are there plan designs that allow participants to share the investment risk?
  • Should we consider transferring risk to a third party?
  • If termination is a goal, when should we begin planning for it?

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Over the past 25 years, we have developed a range of services to address the many risks defined benefit pension plan sponsors are exposed to, including:

  • Investment advisory services
  • Liability-driven investing
  • Pension risk transfer consulting

We leverage decades of experience serving as a trusted partner to remove complexity for pension plan sponsors by providing comprehensive, customized solutions that address the risks inherent in liability measurement and the capital markets.

Recognition

CAPTRUST Again Named #1 U.S. Advisory Firm

The July 2017 issue of Financial Advisor magazine ranked CAPTRUST number one among registered investment advisors (RIAs) with assets in excess of $1 billion—making it our second year running to achieve this distinction. The magazine’s annual survey analyzes several metrics and other indicators of business success.

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Announcements

Demystifying Financial Wellness Webinar Registration

Join us on Wednesday, August 30, 2017, where CAPTRUST Defined Contribution Practice Leader Scott Matheson will moderate a 60-minute discussion on the topic of employee financial wellness with CAPTRUST senior investment experts, Phyllis Klein and John Leissner.

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