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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

Target Date Funds - Ten Years Later

In this recent webinar, CAPTRUST DC Practice Leader Scott Matheson moderates a 45-minute discussion covering the current state of, and common questions about, target date funds. He is joined by CAPTRUST senior investment and target date fund experts, Jennifer Dunbar and David Hood.

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Recognition

Recognition

CAPTRUST CEO Talks M&A Plans

Earlier this week, Mergermarket's Karen Padley published an article based upon an interview with CAPTRUST Chief Executive Officer Fielding Miller during which he discussed registered investment advisor consolidation, the firm's growth in recent years, and plans for continued growth.

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