Working With Captrust

Changes affecting retirement plans today are generally for the better. Upgrading investment menus, lowering costs, enhancing participant services and simplifying plan administration are all great results of change. Depending on the specific needs and goals of your plan, we believe CapTrust can add value by being involved. Our knowledge and experience in the industry provides plan sponsors with up-to-date information on new technologies and services available to retirement plans. There are three ways we can be involved and start adding value today:

1) Simply Hire Us for a Fee:
We can quote a fee for our services much like your Attorney or CPA charges for their time. There is no cost or obligation to receive a customized review of your plan.

2) Replace your Current AGENT / Broker of Record:
There is usually a financial advisor who is appointed to your plan and is receiving compensation from the plan provider. Are the commissions being paid comparable to the services provided? CapTrust can help you remove the commissions and convert to a more institutional approach in which fees are paid equal to the services provided.

3) Changing Your Plan Provider:
CapTrust performs ongoing research and analysis on the industry's leading providers of retirement plans. In addition, we access a variety of retirement plan surveys and comparisons from some of the largest plan sponsors to analyze the variety of services, investment options, and fees. We perform many vendor searches each year customizing each to the criteria we establish and to the demographics of your plan.