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
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.
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.
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.