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What We Do

We help deferred compensation plan sponsors recruit, retain, reward, and retire their most valuable employees by providing comprehensive service rooted in a fiduciary mindset of independence, objectivity, and complete transparency.

Nonqualified Executive Benefits

Historically, nonqualified deferred compensation plan sponsors have had to rely on professionals who were compensated through the sale of products such as life insurance or mutual funds for advice about nonqualified plans. They have had limited access to independent and comprehensive advice and expertise. Taking a holistic view with the ability to align and integrate a company’s qualified retirement plan with its nonqualified plan is the best strategy for maintaining the overall health of a company’s retirement benefit package.

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Through our approach of plan analysis and benchmarking, we help plan sponsors better diagnose issues, understand costs, streamline operations, and, ultimately, help ensure that their plan accomplishes what it is intended to do: recruit, retain and reward the company’s most valuable employees as cost-effectively as possible.

The five key components of our plan analysis and benchmarking are:

  • Plan design
  • Plan financing and security
  • Plan administration and fee benchmarking
  • Investment advice
  • Participant education and advice

We leverage decades of experience serving as a trusted partner, helping to guide retirement plan sponsors toward informed decisions with independent advice, cost transparency, and objectivity. Our comprehensive advisory services are designed to bridge the retirement gap that exists for your highly compensated employees.

Press Releases

CAPTRUST Announces New Investment Chief

CAPTRUST has announced the hiring of Kevin D. Barry as chief investment officer. Barry will lead the firm’s Consulting Research Group, the 11-person team responsible for investment manager due diligence, asset allocation, and discretionary investment management for the firm’s advisory businesses.

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Recognition

CAPTRUST Named to 2017 PLANADVISER Top 100 List

This year, CAPTRUST was named to the 2017 PLANADVISER Top 100 Retirement Plan Advisers list. Sourcing for this quantitative list begins in September of the prior year and information is pulled from responses to an annual survey. CAPTRUST was one of 12 Mega Teams included in this year’s Top 100.

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