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| Raleigh, NC

Making Your Money Last

Plan sponsors know that their employees struggle with the complexities of how to make their retirement savings last as long as they do. It’s a complex topic with no one-size-fits-all answer.

CAPTRUST financial advisor John Pickett was featured in an article in the summer issue of NAPA Net -The Magazine examining the key factors that advisors should look at when determining whether longevity-planning options are right for their clients. Pickett recognizes that the solution starts with the plan sponsor. “Participants are not going to do it themselves. Once they recognize that, then it makes sense for a sponsor to take the next step in turning the wealth-accumulation program into a true retirement program,” he says in the article.

CAPTRUST’s financial advisors and Consulting Research Group staff have developed extensive knowledge of the retirement income market to help their clients understand the choices available to them and the issues involved with selecting the best products, programs, or services for their participants.

Download the attachment below to read the full article.

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 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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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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