CAPTRUST - Financial Wellness
Kent State believes in helping our employees make the most of their 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.
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CAPTRUST is an independent investment advisory firm that provides investment advice to Kent State’s 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’s participant advice program. CAPTRUST has been helping individual participants like you for over 25 years by providing personalized advice.
Use CAPTRUST for:
- 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
Is CAPTRUST 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 Kent State’s 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.
Make an Appointment Today
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.
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.