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CAPTRUST's Leissner Discusses Retirement Readiness Formulas

John Leissner, director of defined contribution services, recently discussed providers' retirement readiness calculations with PLANSPONSOR Magazine. Leissner noted that CAPTRUST sees plan sponsors asking "What data can we provide to make sure the projections are as accurate as possible?" He goes on to say that providers need to go one step further and focus on how these data are represented to participants and plan sponsors.

Leissner’s team at CAPTRUST focuses on determining how effective retirement readiness tools are and if they're driving participant action. This focus is driven by the understanding that participants are "continually looking for personalized direction" according to Leissner.

Leissner joined CAPTRUST in 2001 and oversees the firm’s vendor analysis and defined contribution research teams. Previously, he was a member of CAPTRUST's professional services team with a focus on retirement plan provider due diligence.

Click here to read the full article from PLANSPONSOR Magazine.


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, North Carolina, the firm represents over $180 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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