Paul Schaffer, Aif® Email & Phone Number

Save Time-Reduce Risk-Lower Cost-Better Outcomes-For 30+ years some of the sharpest HR & Finance Leaders have leveraged my team to optimize their employer sponsored retirement benefits. Enhance Plan Design for 401k, pension and nonqualified plans, Reduce Cost, Increase Plan Participation, Maximize Efficiencies, Leverage Recordkeeper Resources, and Improve Participant Outcomes. Our growth is directly linked to the success achieved by our clients and their participants. Our 98%+ retention rate serves as a proof statement of our ability to drive added value, reduce cost, and deliver incremental improvement consistently and reliably.HOW ITS DONE: Through the proprietary 5 Pillars framework - Imagine eliminating frustration, concern and overwhelm when it comes to cutting plan fees & cost, making sure you're maximizing your plan's value while saving time, money & effort, & holding your recordkeeper to the standards of excellence they promised WHY IT WORKS: CAPTRUST was built from the ground up by Advisors focused on partnering with Plan Sponsors just like you. Retirement Benefit Plan Consulting is our Main Event. We're Focused and Deep and have grown to be the largest independent Advisory firm in the country. That growth benefits every one of our clients regardless of who your current recordkeeper may be. Chances are, the issues that pop up and derail you and your team for hours, days or weeks are ones that my team has tackled before and probably often. We become the Plan Sponsor "EASY" Button when it comes to Retirement Plan Headaches!Say goodbye to the heavy toll on team resources when it comes to compliance, plan design, and investment & fiduciary oversight. We have over 1000 employees focused on fee benchmarking, compliance, plan issues, vendors, legislative & regulatory changes that eat up endless time & resources for you & your team.Even if you work with a broker or advisor already, You Can Benefit by working with a Focused Independent Specialist.It's never been tougher to tackle the endless list of fiduciary oversight, compliance, cost & vendor management issues required to offer an effective Retirement Solution. I'm not sure if we're a fit for your firm, but if it's worth a quick chat I'd love to learn more about you, your role and see if we can deliver for you too.Message me today!

Listed skills include 401K, Investments, Defined Benefit, Retirement, and 28 others.