Employer resources

This exclusive webinar for ACEC RT Plan Sponsors features two of the nation’s top advisors from CAPTRUST, our investment advisory business partner:

• Brent Hartman, Investment Strategist at CAPTRUST. Brent works with many of CAPTRUST’s largest and most complex trustee-directed pools of capital
• John Pickett, Sr. VP. at CAPTRUST. John has consistently been ranked high on Barron’s prestigious Top 100 Institutional Consulting Teams list and is Financial Advisor to ACEC RT

Watch the recorded webinar for valuable insight into what’s ahead for 2023 while fulfilling one of your duties as a fiduciary, and download the in-depth market commentary.

A year ago, markets were coming off one of the best performances in history. Yet 2022 proved unsettling for investors as the market endured several turbulent events. See this Market Update with Chief Investment Officer Mike Vogelzang at CAPTRUST, our financial advisory business partner, for a look back and a glimpse ahead at what 2023 may bring.

The third quarter of 2022 saw rising inflation and recession concerns but also gave us reason to feel cautiously optimistic. In this edition of our quarterly Investment Strategy, we take a look at where the markets have been and where they may be headed through the end of year and into early 2023.

Introducing the app for your total financial life present and future, updated, from your ACEC Retirement Trust’s recordkeeping partner Empower. Know where you are compared to where you want to be in an interactive dashboard that pulls it all together. Your savings. Spending. Assets. Debts. Take the fast track to financial fitness.

1) New Target Date Fund
2) No additional cost Personal Financial Advice

Our investment advisory firm CAPTRUST explains: (1) the new Target Date Fund that joins our lineup despite the normal minimum requirement of a billion dollars invested, and (2) our new service that gives every plan participant their own personal financial advisor from CAPTRUST at no additional cost – it’s included in our low fee.

The ACEC RT fund lineup has tiers to fit different investment styles, from the least engaged (“Set it and forget it”) to those who want a more active approach. Our Trustees, with the assistance of our investment advisor, CAPTRUST, have carefully curated a balanced lineup of institutional-grade investments designed to help each plan participant build a diversified, efficient and individualized portfolio.

Watch these short videos for insights on engineering your financial health now and for the future. This educational content is courtesy of our investment consultant CAPTRUST, which is one of the top institutional financial advisory firms in the country.

Watch Videos
The Roth Feature
Time is Money
Creating a Financial Plan
Investing in the Stock Market
Good vs. Bad Debt

In an ACEC Conference interview for the “Engineering Influence” Podcast, Ed Studniski explains how the ACEC-RT gives firms of all sizes extra purchasing power and benefits not available in any other plan, such as a unique 401(k) Student Debt solution, to help firms attract and retain the best talent.