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Quarterly Participant Advice Webinar

In late April, CAPTRUST held an exclusive 30-minute webinar to help plan participants identify if they are on the right track with their personal and retirement savings. CAPTRUST Consulting Research Group Senior Director Phyllis Klein hosted the webinar and provided ways to address common concerns such as knowing how much one needs to save to retire and how to make progress towards savings goals. The accompanying powerpoint presentation included information on how plan participants stack up next to their peers with their respective saving strategies, and how to assess their retirement income sources.

Following up the webinar, plan participants were invited to speak with a Retirement Counselor by making a personal appointment at or calling the CAPTRUST Advice Desk at 800-967-9948. CAPTRUST’s Retirement Counselors are investment professionals who are available to help participants with enrolling in their plans, choosing the right investment mix, and understanding savings needs.

About CAPTRUST Financial Advisors

CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing retirement plan and investment advisory services to retirement plan fiduciaries, executives, and high-net-worth individuals. Headquartered in Raleigh, NC, the firm represents $174 billion in client assets with offices in Alabama, California, Connecticut, Florida, Georgia, Iowa, Michigan, Minnesota, Missouri, New York, North Carolina, Ohio, Pennsylvania, Texas, and Virginia.



CAPTRUST’s Wes Collins on Financial Wellness at Work

PLANSPONSOR recently published an article written by Wes Collins, senior manager of participant advice services at CAPTRUST. Collins explains that plan sponsors should consider educational programs that help their workers understand what financial wellness looks like at different ages and career stages.

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