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| Raleigh, NC

Student of the Game – Pension Risk Transfer

CAPTRUST Senior Director and Asset/Liability Practice Leader Grant Verhaeghe conducted a Student of the Game session for advisors on pension risk transfer (PRT). Student of the Game is a CAPTRUST specialty, an informative session with the goal to educate advisors on emerging issues relevant to their clients.

This session focused on pension risk transfer, which CAPTRUST believes is the key tenet in managing risk in pension plans. Verhaeghe introduced Mike Devlin, senior partner and owner, from BCG Terminal Funding Company as CAPTRUST’s partner to assist its clients with PRT. Clients will need someone to assist with meeting fiduciary obligations and placing annuities. CAPTRUST advisors can now step in, with enhanced knowledge and BCG’s solutions, to address client needs and concerns.

Plan sponsors are increasingly interested in PRT because they are facing increasing costs and volatility in defined benefit plan funding. Pension risk transfer also allows plan sponsors to focus on their core business and remove ancillary risk. Together CAPTRUST and BCG will make use of their dedication to holistic advice and service-oriented solutions to mitigate this risk for plan sponsors.

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 $170 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.

Recognition

Announcements

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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