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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.

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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