Captrust Launches Direct Fiduciary Program With T. Rowe Price And National Benefit Services

Sep 13, 2021•almost 4 years ago

Raleigh

Description

CAPTRUST Financial Advisors (CAPTRUST) today announced the launch of Direct Fiduciary®, a comprehensive retirement plan solution for small companies, in collaboration with T. Rowe Price and National Benefit Services (NBS). Direct Fiduciary offers plan sponsors the ability to improve plan outcomes, lower costs, and outsource fiduciary responsibilities to industry experts—all while maintaining flexibility as an individual plan.

Company Information

Company

Captrust

Location

Raleigh, North Carolina, United States

About

Founded in 1997 in Raleigh, North Carolina, CAPTRUST is an independent registered investment advisor. The firm provides investment management, financial planning, estate planning, and tax advisory and compliance for individuals and families. For retirement plan sponsors, endowments, foundations, and religious entities, CAPTRUST offers investment advisory services, fiduciary support, plan design, provider analysis/fee benchmarking, and employee advice programs. With nearly 900 employees across 60 locations nationwide, CAPTRUST oversees more than $70 billion in assets under management and more than $630 billion in assets under advisement (as of June 30, 2021). For more information, visit www.captrust.com.