As part of its commitment to helping staff and faculty make the most of their compensation and benefits package, The University of Toledo is providing a free new financial wellness program.
CAPTRUST has been helping individual participants for more than 25 years by providing personalized advice and can help UToledo employees with goals of planning, saving, investing and retiring. Employees who need help navigating their retirement benefits and other financial priorities such as budgeting, debt, credit or college savings can engage in CAPTRUST’s participant advice program.
CAPTRUST’s services are made available as part of the University’s benefits package and they will not sell participants any products. CAPTRUST, an independent investment advisory firm that provides investment fiduciary services to The University of Toledo’s retirement plan committee, has been engaged as a new resource to help employees build a solid financial future.
Join CAPTRUST for a webinar to learn more about this free service during one of two virtual meetings:
Wednesday, March 12, at 3 p.m. CAPTRUST-The Participant Experience
Thursday, March 20, at 10 a.m. CAPTRUST-The Participant Experience
Appointments with CAPTRUST can be scheduled online at captrustatwork.com or by calling 800.967.9948.
Appointments will be over the phone or via video chat in half-hour intervals and can be scheduled on Monday through Thursday from 8:30 a.m. to 8 p.m., and Friday from 8:30 a.m. to 6 p.m.
This new service does not replace talking with a current retirement plan administrator (OPERS/STRS/TIAA) but adds additional features and a second opinion. Employees will still need to connect with their retirement plan administrator when making investment selections, updating beneficiaries, obtaining plan statements, or changing the amount they are investing each pay period.
For more information, call CAPTRUST at 800.967.9948 or visit their website.
