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Securely Store Plan Documents

CAPTRUST Direct’s secure online portal allows sponsors to easily store and reference meeting minutes, employee communications, fee-benchmarking reports, investment reporting, plan documents, and more, in real-time, from any location.

Streamline Fiduciary Tasks

Designed with retirement plan committees in mind, CAPTRUST Direct provides multiple users with an organized central location to help them better manage their fiduciary responsibilities.

Approach Audits with Ease

CAPTRUST Direct’s document storage and activity log has proven useful in both Department of Labor and Internal Revenue Service audits by allowing plan sponsors to satisfy audit information requests with minimal effort or advance preparation.