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Announcement of Top Defined Contribution Advisor Multi-Office Firms

On December 13, NAPA Net the Magazine, the official magazine of the National Association of Plan Advisors, published its Top Defined Contribution Advisor Multi-Office Firms List.

The magazine features a mix of in-depth articles and columns by prominent thought leaders in the retirement plan industry and caters to an audience of practicing retirement plan advisors.

The list, which highlights the nation’s leading retirement plan advisor firms, places CAPTRUST at number three, with more than $203 billion in defined contribution assets under advisement, 2,000 plans, and 5 million plan participants. The list also includes data on each firm’s location and year established.

To see the full listing 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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