When you’re a member of the ACEC Retirement Trust, each of your participants gets an extraordinary benefit included in our low fee: access to personalized consultations with a financial advisor from CAPTRUST, the premier firm that is the Trust’s own financial advisory partner.
An individualized program for financial fitness, now and for the future
Your participants work hand-in-hand with a top-tier CAPTRUST financial advisor on a personalized, comprehensive program to achieve financial wellness both now and for the future, with objective, non-biased investment advice based on individual profile.
A retirement blueprint tailored to each person’s goals
All participants, from top execs to EITs to Admin, get personal advisors. The CAPTRUST Retirement Blueprint ® tool lets them identify goals and build “blueprints” for action, updated annually. 70% of participants make immediate changes.
Online education and appointment scheduling with personal advisor
Visit the captrustadvice.com website to view educational content, and easily schedule personal advisor appointments via phone and/or screen sharing at Scheduler | CAPTRUST Advice.
Financial wellness cuts healthcare costs ≈ 4.5%
Employers with financial wellness programs like ours saw healthcare costs decrease by 4.5% in one survey. Absenteeism goes down too.
Reduced financial stress means increased productivity
When people are stressed about money, work suffers. Our advisors address and relieve top concerns such as budgeting, managing debt, emergency savings, and retirement security.
With professional advice, deferrals increase ≈ $1,150
When employees get this kind of professional guidance, average deferrals for retirement savings can increase by an average of ≈ $1,150/yr.
PAS (Participant Advisory Service) resources from CAPTRUST
More about the personalized “Participant Advisory Service” from our financial advisor CAPTRUST, for both plan sponsors and participants. Personal financial advisor appointments can be made online at captrustadvice.com or by calling (800)967-9946.