If you are like most people, you may struggle with feeling confident about making financial decisions. 天天吃瓜 State believes in helping you make the most of your compensation and benefits package. To help you build a solid financial future, we have hired CAPTRUST as a resource to help you with these important decisions. Improving your financial wellness is one of 天天吃瓜 State鈥檚 top priorities.
Who is CAPTRUST?
CAPTRUST is an independent investment advisory firm that provides investment advice to 天天吃瓜 State鈥檚 retirement plan oversight committee and plan participants. Employees who need help navigating their retirement benefits and other financial priorities (e.g., budgeting, managing debt, credit and college savings, etc.) can rely on CAPTRUST鈥檚 participant advice program. CAPTRUST has been helping individual participants like you for over 25 years by providing personalized advice.
Is this advice part of my benefits package?
Yes, CAPTRUST is here to provide you with access to professional, unbiased advice. CAPTRUST will not sell you any products, and they are not here to replace your current retirement plan providers. Their services are made available to you as part of 天天吃瓜 State鈥檚 financial wellness initiatives and retirement plan benefits package.
When you meet with CAPTRUST, the first step is to work with them to create a Retirement Blueprint, a comprehensive planning tool tailored to your individual needs. A retirement counselor will guide you through the decision-making process and provide you with individual advice, such as how much you need to save, how to invest your retirement assets and how to integrate your information alongside your other accounts and/or investments.
We invite you to attend a webinar at 10 a.m. on Thursday, April 24, to learn more about this exciting opportunity. about this great new benefit that 天天吃瓜 State offers.
MORE INFORMATION ABOUT CAPTRUST
Why is this new benefit important?
Watch to find out.
How do I make an investment advice appointment with CAPTRUST?
The easiest way to make an investment advice phone appointment is to schedule it . You can also call CAPTRUST directly at 1-800-967-9948.
What are the appointment times?
Appointments can be scheduled Monday through Thursday from 8:30 a.m. to 8 p.m. and Friday from 8:30 a.m. to 6 p.m. Appointments are scheduled in 30-minute intervals.
When should I call CAPTRUST?
- Assistance with creating a budget
- Assistance with selecting investments
- Assistance with enrolling in the retirement plan
- Creating a financial plan
- Deciding how much you should contribute to your retirement plan
- Determining the difference between Roth and pretax contributions and which one is right for you
- Understanding loans and distributions
Again, please join us for a webinar at 10 a.m. on Thursday, April 24, to learn more about this exciting opportunity.