Menu

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.

undefined

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.

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.

Read More

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.

Read More