CAPTRUST Financial Advisors: Trusted MMA Partner
Freedom401k® 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 gain access to:
- An experienced conflict-free firm that establishes and monitors an appropriate investment menu for your plan
- The highest level of investment fiduciary liability transfer under ERISA 3(38) - from you to our firm
- A dedicated participant website, to help your participants enroll, make elections, and changes to their account
- A dedicated plan sponsor portal to help you manage fiduciary tasks
By hiring CAPTRUST to act as your plan’s investment manager, transferring investment liability to CAPTRUST, and managing fiduciary tasks via your plan sponsor portal, you save time and energy. And when you spend less time on plan investments, you can focus on other aspects of plan management—like help getting participants in your plan and saving more for their retirement.
CAPTRUST offers members a FREE 401(k) benchmark report. This report will show you how the CAPTRUST Freedom401k program stacks up to your existing 401(k) plan
To find out more about the Freedom401k plan and other 401(k) services available to MMA members, contact Errol Hau at 248-620-8046.