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PRIMARY NAVIGATION

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CAPTRUST DIRECT FIDUCIARY™

DIRECT Fiduciary™ from CAPTRUST Financial Advisors is a solution for retirement
plan sponsors designed to reduce the complexity, distraction, and day-to-day
resource drain of managing a retirement plan.


DIRECT FIDUCIARY™

DIRECT Fiduciary™ from CAPTRUST Financial Advisors is a fiduciary solution for
retirement plan sponsors designed to reduce the complexity, distraction, and
day-to-day resource drain of managing a retirement plan. As part of the program,
you get access to:

 * A dedicated retirement plan advisor who will establish and monitor an
   appropriate investment menu for your retirement plan
 * CAPTRUST Direct, a secure online portal to help you manage fiduciary tasks
 * The highest level of investment fiduciary liability transfer under ERISA
   3(38)

By hiring CAPTRUST to act as your plan’s investment manager, transferring
investment liability to CAPTRUST, and managing fiduciary tasks via CAPTRUST
Direct, you save time and energy. By spending less time on plan investments, you
can focus on other aspects of plan management, like providing participants with
the resources they need to help them get in your plan and saving more.


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ALL IN THE DETAILS

Your DIRECT Fiduciary™ retirement plan advisor is there for you every step of
the way – to answer questions, select investment options, monitor investment
performance, and...

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SIMPLIFY RESPONSIBILITY


UNDERSTAND FIDUCIARY ROLES

If you’re like most plan sponsors, successfully managing a retirement plan can
feel like a tall order, especially when regulatory changes keep you on your
toes...

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ABOUT CAPTRUST


WHO WE ARE

CAPTRUST Financial Advisors is an independent investment research and fee-based
advisory firm specializing in providing retirement plan and investment advisory
services to...

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LET US KNOW WHO YOU ARE

Learn How CAPTRUST Direct can help you manage your fiduciary tasks

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FOOTER NAVIGATION

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