Corporations
For 401(k), defined benefit, and nonqualified plan sponsors seeking investment management or discretionary services.
For 401(k), defined benefit, and nonqualified plan sponsors seeking investment management or discretionary services.
As one of the largest providers of fiduciary services to retirement plan sponsors, CAPTRUST is uniquely positioned to help employers manage their 401(k), 403(b), defined benefit, and nonqualified deferred compensation plans.
CAPTRUST’s client list, deep bench of resources, and decades of experience working with retirement plans mean that we have the knowledge and expertise to help keep clients’ plans competitive, engage their employees, benchmark their service providers, and assist them with fiduciary oversight.
Delivery of ERISA fiduciary risk management services for defined contribution retirement plans.
Diversification of an investment portfolio across a variety of investment types with different risk and return characteristics.
One-on-one advice and financial wellness education to help employees maximize employer benefits and enhance their overall financial well-being.
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.Â
Creation and management of an age-based asset allocation strategy for retirement plan participants that becomes more conservative over time.
Identification and structuring of appropriate investment options to be included in a defined contribution plan.
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.
Identification of investment managers fitting a particular profile for inclusion in a retirement plan’s investment menu.
Development of supplemental retirement savings plans to recruit, reward, and retain key employees.
Discretionary portfolio management that includes asset allocation, plus ongoing investment selection and monitoring for a pension plan.
Analysis and support for sponsors looking to offload pension plan risk via lump sum or annuity payments.
Quarterly assessment of investment manager or portfolio returns and risk relative to peer groups and indexes.
Analysis of key defined contribution plan features that drive costs, competitiveness, and employee retention.
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.
For 401(k) plan sponsors seeking investment management, plan design services, data benchmarking, vendor management, and more.
Learn MoreFor defined benefit retirement plan sponsors in search of investment management, asset-liability expertise, or co-fiduciary services.
Learn MoreFor current plan sponsors and employers looking to learn more about nonqualified deferred compensation plans.
Learn MoreOur comprehensive financial wellness solution for employers and retirement plan sponsors, CAPTRUST at Work provides tailored and actionable educational content and advice to increase employees’ financial confidence and empower them to improve their own financial well-being.