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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.

Announcements

VESTED, Summer 2017

We are pleased to announce that the Summer 2017 issue of VESTED, CAPTRUST’s magazine for clients and friends, is now available. Subscribing clients will receive their copies in the mail the week of June 26. If you are interested in receiving VESTED Magazine, please contact your CAPTRUST financial advisor or let us know via email.

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Announcements

Fiduciary Rule Driving Advisor RFP Activity

So far this year, CAPTRUST has received more than 120 advisor requests for proposal (RFPs) from retirement plan sponsors evaluating their current advisory relationships or seeking to hire advisors. This activity level represents the highest volume of RFPs CAPTRUST has experienced since it began formally responding to advisor RFPs in 2002.

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Recognition

Fielding Miller on Curating Success at CAPTRUST

A recent InvestmentNews article explores how the RIA “space saw a record 44 mergers and acquisitions during the first quarter of 2017.” So far this year, CAPTRUST has completed five such transactions, and the article quotes CEO Fielding Miller that “‘We’re looking for people who still have some gas in the tank and are still looking to grow.’”

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