Register now to attend The CAPTRUST Participant Experience webinar , March 19, 2025 at 12pm or March 21, 2025 at 3pm!
Ohio University has partnered with CAPTRUST Financial Advisors to assist Faculty and Staff with financial wellness including retirement planning, budget and savings tips, investment guidance, and more.
CAPTRUST’s services are available as part of the University’s benefits package. CAPTRUST will not charge you for meetings or consultations and will not sell you any products.
Retirement Planning
It is never too late or too early to talk about Financial Wellness. When you meet with CAPTRUST, they will work with you 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:
- For new hires, which Ohio University retirement plans are best for you
- How to take advantage of Ohio University’s voluntary 403(b) and 457 retirement plans
- How much you need to save toward retirement
- How to invest your retirement assets
- How to integrate your Ohio University retirement plans alongside other investments including a spouse’s investments (if applicable)
Financial Advising
In addition to retirement planning, CAPTRUST can provide assistance with financial wellness topics such as:
- Creating a budget
- Debt management strategies
- Managing credit
- Saving for college
- Home ownership
- And etc.
CAPTRUST Financial Advisors
If you are interested in personal advice from CAPTRUST, schedule an appointment online or call 1-800-967-9948.
Visit CAPTRUST’s website to access resources by:
- Type:articles, videos, calculators and more
- Need:plan, save, invest or retire
- Career Stage:early, middle or late
- Topic:family, finances, health, insurance, investing or markets
CAPTRUST does not sell or offer any retirement plans or products. View Ohio University’s approved Retirement Plan Provider listing for retirement plan provider company contacts, website links and investment options.