Nonprofits

For nonprofits looking to leverage expert resources to help address their investment, spending, governance, and donor development challenges.

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How Can We Help?

We help tax-exempt organizations navigate evolving 403(b), 401(k), and SIMPLE IRA plan requirements for their employees.

With decades of experience working as co-fiduciaries and trusted advisors to nonprofits across the country, we’ve helped hundreds of organizations with plan design, fund selection and monitoring, investment menu design, committee education, and recordkeeper RFPs.

Our team takes the time to understand the variety of employees using your plan. Then we integrate what we learn into our recommendations for investment menu offerings.

Our Suite of Services

3(21) & 3(38) Services

We deliver ERISA-aligned fiduciary oversight services for defined contribution retirement plans, helping nonprofit organizations manage risk and uphold their fiduciary responsibilities.

Asset Allocation

Our team helps construct diversified investment portfolios by spreading assets across multiple investment categories, balancing potential returns with risk.

CAPTRUST at Work

Through individualized guidance and relevant financial education, we empower employees to better understand and leverage their workplace benefits—boosting both confidence and financial health.

Fee Benchmarking

We evaluate and compare investment-related fees to help ensure your organization’s retirement plan remains competitively priced and appropriately structured.

Fiduciary Training

We offer routine education sessions to keep plan committee members informed on legal responsibilities, market trends, and fiduciary best practices.

Glidepath Development & Monitoring

We build and oversee age-based investment strategies that automatically adjust risk levels as plan participants move closer to retirement.

Investment Menu Design

Our advisors help curate investment lineups tailored to participant needs, ensuring alignment with your plan’s goals and structure.

Investment Policy Development & Review

We collaborate with clients to draft, refine, and uphold investment policy statements that guide the prudent management of plan assets.

Liability-Driven Investing

We create investment strategies that aim to match asset performance with future liabilities, particularly for defined benefit and pension plans.

Manager Search & Selection

We help identify and evaluate asset managers whose strategies and performance align with the objectives of your investment program.

Nonqualified Executive Benefits

We assist nonprofits in creating supplemental retirement programs to retain and reward executive leadership beyond traditional benefit limits.

OCIO

Our outsourced chief investment officer (OCIO) services offer full portfolio management, from strategic allocation to daily oversight of investment selections.

Pension Risk Transfer Consulting

We support organizations looking to transfer pension liabilities through approaches such as lump sum offers or annuity placements.

Performance Reporting & Monitoring

We provide ongoing, quarterly reporting to help evaluate portfolio and manager performance against industry benchmarks and expectations.

Plan Design Benchmarking

We assess the key features of your retirement plan design and compare them with industry peers to identify opportunities for improvement and increased value.

Plan Financing & Security

We offer analysis and guidance around financial instruments that can offset the liabilities associated with nonqualified deferred compensation plans.

Recordkeeper Search

We manage the search and evaluation process to help your organization select the most appropriate recordkeeping partner.

CAPTRUST at Work

CAPTRUST at Work delivers personalized financial wellness programming for nonprofit employees, helping them make confident financial decisions and improve long-term outcomes.

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To truly enrich the lives of our clients, we have to start by working backwards. First, we need to understand what people need and what problems we can help them solve. Then we can make sure they have the right tools and resources to succeed. That’s the way we’ve structured our firm and grown it over the years—by working to understand what people want and need.
J. Fielding Miller Chairman and Chief Executive Officer

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