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Phyllis Klein Offers Thoughts at NAPA Conference

A Better Way to Give 401(k) Advice

CAPTRUST Senior Director of the Consulting Research Group Phyllis Klein spoke at the National Association of Plan Advisors (NAPA) annual conference in San Diego on March 23rd at a workshop on innovation in participant advice. In an article covering the panel, NAPA noted whether it’s one-on-one advice, online modeling, active email campaigns or other means, advised participants enjoy better outcomes. 

The article praises Klein as someone who comes across as knowledgeable, trustworthy and sympathetic – someone you might feel comfortable turning to for retirement advice. In her panel remarks, she suggested the industry can do more to help participants, but that we need to relate to them better. “Our belief is that people will only do so much on their own. They want a face, not an interface,” said Klein in the article.

Click the link below to read the 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 $160 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. To learn more, visit



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