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| Raleigh, NC

23 CAPTRUST Office Teams Named to NAPA Top DC Advisor Teams List

The National Association of Plan Advisors (NAPA) publishes an industry list that recognizes top defined contribution (DC) advisor teams. The list, compiled by NAPA’s Nevin E. Adams, features teams with a DC practice and includes 23 CAPTRUST teams. When ranked by DC assets under advisement, CAPTRUST teams constitute half of the list’s top 10.

The list also includes data regarding each team’s total number of DC plans supported, as well as the total number of participants covered by those plans.

To view the entire list, please click here.

About CAPTRUST

CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing investment advisory services to retirement plan fiduciaries, endowments and foundations, executives, and high-net-worth individuals. Headquartered in Raleigh, North Carolina, the firm represents more than $278 billion in client assets with 38 offices located across the U.S.

Recognition

Recognition

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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