A personal financial advisor for each plan participant is part of our low fee

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

Participants log on to the captrustadvice.com website to view educational content and easily schedule personal advisor appointments via phone and/or screen-sharing.

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.

CAPTRUST
Plan Sponsor Resources

ACEC RT Plan Sponsor Webinar: Participant Advisory Service (PAS)

This Plan Sponsor webinar explains the PAS (Participant Advisory Service) program and how to engage your plan participants to get the most out of this unique benefit.

Portion about PAS starts after 10.5 minutes

The Participant
Experience

A 4 ½ minute video about PAS for both Plan Sponsors and Participants. Clarifies CAPTRUST’s role with ACEC RT and shows participants how to take advantage of the personalized advisory service. Encourage your team to watch this great summary!

The Value of
Advice

A video for Participants, with relevance to Plan Sponsors, how talking with a financial advisor empowers your people to build confidence and take control of the future.

CAPTRUST
Participant Resouces

The Participant
Experience

A 4 ½ minute video about how to take advantage of the personalized advisory service from CAPTRUST, a unique benefit of your plan with the ACEC Retirement Trust. Make an appointment with an advisor at captrustadvice.com or call (800)967-9946.

Create your financial foundation with a personal Blueprint®

Are your savings on track? A CAPTRUST advisor will help you construct your individualized Retirement Blueprint®. Watch this video for more and make an appointment at captrustadvice.com or call (800) 967-9946

Investment and Retirement Plan Advice made easy

Watch this video to learn about the resources ACEC RT and CAPTRUST offer you to help you make decisions about investing and saving for the future. Make an appointment with a personal financial advisor at captrustadvice.com or call (800) 967-9946.

If you’d like to join ACEC RT

Click here

Or, call Lydia Zabrycki at (559) 284.0370