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Retirement Plans


Consulting

Compass Rose
As retirement plans evolve, there continues to be a need for objective consulting advice.

Today's plan sponsor faces many challenges. From increased regulatory scrutiny, to the threat of fee lawsuits, to the need to understand more complex investment strategies, the demands on a retirement plan committee are heightened. Pension plans face different risks than DC plans, with different implications. Organizations offering non-qualified plans have their own potential problem areas.

Plan sponsors need clear, unbiased advice from fiduciary partners with experience in all aspects of retirement plans. There is a clear need for a partner to assist a plan sponsor in reaching a best practice level of fiduciary governance.

Your CapTrust retirement plan consultants have broad experience across the entire spectrum of retirement plans for both the public and private sector, non-profit and institutions of higher education. This scope extends beyond just the investments, encompassing plan design, compliance and administration of 401(k), 403(b), 457, pension and non-qualified plans. Serving in a fiduciary role and partnering with plan sponsors for more than 15 years, CapTrust has created the necessary infrastructure, resources and expertise to help plan sponsors make informed decisions on a real-time basis.

DC Plans
DB Plans

Non-Qualified Plans
Our Services
Retirement savings often represent the largest asset employees are responsible for investing. As an employer, it is your responsibility to provide employees with a competitive plan and prudent investment choices.

CapTrust offers services to assist plan sponsors in meeting all their fiduciary responsibilities. For more information, please visit Fiduciary Insights.
We do not sell products. We simply bring our
investment industry experience to your plan.