CAPTRUST is one of the largest registered investment advisors in the U.S., offering a broad range of services for institutional clients, including higher-education retirement plans, and has been providing such advice on the UNC System’s retirement plans since 2014. All UNC System retirement program participants have access to independent financial advisers through CAPTRUST to assist with retirement planning and investment decisions.
These advisers provide neutral, unsolicited advice and can help you by:
- Providing detailed information about the investment options offered under the UNC System retirement program and help you choose the right options for you
- Providing a Retirement Blueprint to assist with planning for retirement
- Providing financial resources such as helpful financial articles and videos; access to various financial calculators, as well as virtual one-on-one consultations
Reach out to CAPTRUST (800-216-0645 or www.captrustadvice.com) to take advantage of these free resources.
