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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.

About CAPTRUST

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.

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Upcoming Webinar! The Nonprofit Market Has Spoken

Do you want to learn more about the experiences of other nonprofits as they relate to spending, governance, asset allocation, and fundraising? If so, please join CAPTRUST’s subject matter experts for a review of our inaugural market survey’s results.

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Announcements

VESTED, Fall 2018

We are pleased to announce that the Fall 2018 issue of VESTED, CAPTRUST’s magazine for clients and friends, is now available. Subscribing clients will receive their copies in the mail this week. If you are interested in receiving VESTED Magazine, please let us know via email.

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