As a #plansponsor, it's essential to carefully choose the #investments you offer when designing a #retirement plan for your diverse participant population. Need help choosing? Watch this video to discover key strategies to engage employees and improve financial outcomes!
CAPTRUST
金融服务
Raleigh，NC 45,346 位关注者
We are building financial foundations. How can we help you?
关于我们
CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country. We specialize in providing consultative advisory services to retirement plan sponsors, endowments, foundations, institutional investors, executives, and high net-worth individuals.
- 网站
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https://www.captrust.com
CAPTRUST的外部链接
- 所属行业
- 金融服务
- 规模
- 1,001-5,000 人
- 总部
- Raleigh，NC
- 类型
- 私人持股
- 创立
- 1989
- 领域
- Retirement Plan Advisory Services、Investment Advisory、Nonqualified Advisory Services、Discretionary Investment Management、Financial & Estate Planning、Provider Search & Selection / Fee Benchmarking、Participant Education & Advice和Fiduciary Process Management
地点
CAPTRUST员工
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Justin Pawl, CFA, CAIA, CFP?
Principal | Financial Advisor | Investment Strategist
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Jon Meyer
Chief Technology Officer at CAPTRUST
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Heather Shanahan
Senior Director, Endowments & Foundations | Financial Advisor at CAPTRUST
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rob solomon
Nanobubble technology - a completely new approach to skincare
动态
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Discover Anne Youngson's inspiring journey in one of the latest #VESTEDmagazine articles. Explore how she transitioned from a successful career in the corporate world to becoming a celebrated author, proving it's never too late to pursue your passion. Read more about her remarkable second act and the lessons it teaches us all!
A Debut Novel at 70: How Anne Youngson Wrote Her Own Plot Twist
https://www.captrust.com
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Watch this video to discover valuable strategies for cultivating and maintaining strong relationships with #donors and learn how to engage with your supporters. Delve into the best practices for successful donor development!
Five Steps for Donor Development
https://www.captrust.com
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This #VESTEDmagazine article examines the impact of a potential #recession on #retirement planning. Learn essential strategies to protect your retirement savings and how to navigate economic uncertainty. Read the full article to stay informed and prepared!
How Could a Recession Impact My Retirement?
https://www.captrust.com
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Our Revamping Retirement podcast breaks down the opportunities and challenges facing #plan sponsors and fiduciaries to provide actionable #insights and best practices. Tune in to hear from CAPTRUST's defined contribution practice leaders.
Revamping Retirement Podcast
https://www.captrust.com
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Learn about the benefits and risks associated with #alternative investments and how they can enhance your investment strategy in our new VESTED article, "An Alternative Realm." Equip yourself with the #knowledge to make informed decisions and optimize your financial approach.
An Alternative Investment Realm
https://www.captrust.com
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Our Mission + Markets podcast, hosted by CAPTRUST Director of Endowments and Foundations Heather Shanahan, shares resources, insights, and recommendations for #nonprofits and mission-focused organizations. Learn from industry insiders so your nonprofit can focus on what’s most important—the mission.
Mission + Markets Podcast
https://www.captrust.com
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On August 19, 2024, the IRS released updated guidance regarding #student loan matching for Qualified Student Loan Plans (QSLPs). This new clarification aims to streamline the process and ensure accurate reporting. For more detailed insights, read this article to learn how this might impact your #financial planning.
IRS Releases Guidance on Retirement Plan Student Loan Matching
https://www.captrust.com
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CAPTRUST is excited to announce we ranked sixth in the mega size category on Barron's Top #RIAs (Registered Investment Advisors) list for 2024. The Barron’s ranking evaluates the top advisory firms based on factors like assets managed, technology spending, and staff diversity, along with other metrics. Learn more about the ranking:
CAPTRUST Ranks Sixth on Barron's 2024 Top RIA List
https://www.captrust.com
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Discover essential components of building a successful #retirementplan! This guide outlines the five key pillars that can help secure your financial future.
Five Pillars of Successful Retirement Plans
https://www.captrust.com