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CAPTRUST Senior Director of Retirement Services Phyllis Klein hits on the massive health and economic impact of COVID-19 and what retirement plan participants can expect from shifting financial and economic situations.

Knowing how much emergency savings you need to have does not need to be a mystery. Take the next two minutes to find out how much you should be keeping in your cash reserve and how that number could change with your employment status and age.

We’re here to provide advice and answer your questions. CAPTRUST has been helping people successfully plan for retirement and optimize their employer-sponsored retirement plan benefits for more than twenty years. Our team of experienced financial advisors can discuss how much you need to save for your retirement, how to invest your money, and how to access your...

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Get the answers you need when you need them. Our number one mission is to connect our valued participants, with timely, relevant, and actionable content to help you make smarter financial decisions and ultimately retire with confidence. We make the complex simple, so we’ve segmented our content by need and life stage. Start by clicking...

IMPORTANT NOTICE In connection with the effects of COVID-19, the SEC, pursuant to SEC Release 5463, has provided for relief for certain filing deadlines.  Accordingly, CapFinancial Partners, LLC (CAPTRUST) has requested an extension to 4/10/2020 with respect to the filing of our annual updating amendment to the Form ADV. Clients can expect to receive our annual...

CapFinancial Partners, LLC (“CAPTRUST”) recognizes that its clients have an expectation that CAPTRUST and its affiliates will maintain the confidentiality of clients’ nonpublic personal information. Consequently, CAPTRUST has adopted this privacy policy concerning information obtained during the servicing of client’s account(s). Nonpublic information Nonpublic information obtained by CAPTRUST for purposes of providing services hereunder will...