Please provide us with your contact information and plan investment details via the form below. We will contact you to schedule a time to share the results of your free plan investment review.
 
 
 
First Name*
 
 
Last Name*
 
 
 
City*
 
 
State*
 
 
 
Company Name*
 
 
Phone Number*
 
 
 
Email Address*
 
 
 
Referring CAPTRUST Advisor
 
 
 
Please upload your current fund lineup with ticker symbols and assets by fund. File upload max size is 10MB and .pdf files are preferred (.exe files cannot be uploaded).
 
 
File Upload
 
 
 

Please upload your most recent 408(b)(2) plan sponsor fee disclosure. File upload max size is 10MB and .pdf files are preferred (.exe files cannot be uploaded).

 
 
File Upload
 
 
 
 
 
If you are having trouble uploading documents, feel free to email them to planreview@captrust.com. Please include your name, email, and organization.