Investment advisory and fiduciary services for law firm retirement plans delivered by experienced advisors.
How we can help.
We help law firms design and deliver competitive retirement benefits that put their partners and staff in a position to successfully retire when the time comes.
As one of the largest independent providers of fiduciary investment advisory services, CAPTRUST works with more than 170 law firms around the country on defined contribution, defined benefit, deferred compensation, and cash balance plans.
CAPTRUST’s understanding of the legal industry benefit landscape along with our deep bench of resources and scale uniquely position us to help keep your plans competitive, engage partners and staff, benchmark service providers, assist with fiduciary oversight, and mitigate risk.
Delivery of ERISA fiduciary risk management services for defined contribution retirement plans.
Provide consultative support on all aspects of your plan’s valuation and to meet all filing, certificate, and disclosure requirements.
Periodic assessment of the competitiveness or appropriateness of fees charged by investment managers.
Periodic updates on retirement-plan-related issues and developments and best practices for retirement plan committee members.
Financial Wellness and Advice Services
One-on-one engagement with partners and staff to answer their important questions about retirement saving and investing.
Glidepath Development & Monitoring
Creation and management of an age-based asset allocation strategy that becomes more conservative over time.
Investment Menu Design
Identification and structuring of appropriate investment options to be included in a defined contribution plan.
Investment Policy Development & Review
Assistance with the creation and execution of documents governing selection of plan investments and their ongoing monitoring.
Development of investment strategies designed to fund future pension plan liabilities while managing risk.
Manager Search & Selection
Identification of investment managers fitting a particular profile for inclusion in a retirement plan’s investment menu or endowment’s investment strategy.
Nondiscretionary Investment Advice
Portfolio recommendations and changes implemented in collaboration with an investment committee.
Nonqualified Executive Benefits
Development of supplemental retirement savings plans to recruit, reward, and retain key partners.
Discretionary portfolio management that includes asset allocation, plus ongoing investment selection and monitoring for a pension plan.
Pension Risk Transfer Consulting
Analysis and support for sponsors looking to offload pension plan risk via lump sum or annuity payments.
Performance Reporting & Monitoring
Quarterly assessment of investment manager or portfolio returns and risk relative to peer groups and indexes.
Plan Design Benchmarking
Analysis of key defined contribution plan features that drive costs, competitiveness, and employee retention.
Plan Financing & Security
Analysis and advice on the costs and benefits of investments offsetting nonqualified deferred compensation plan liabilities.
Process oversight and assistance with identifying and selecting a retirement plan recordkeeper.
Too many tasks? Not enough time?
We can help with a complimentary retirement plan review! This evaluation will focus on your plan’s investment menu design, fund fees, investment performance, and high-level fund due diligence, helping ensure you are meeting your fiduciary duties.
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