CAPTRUST is an independent investment advisory firm that provides confidential investment and financial advice to participants in the Princeton University retirement plans. This added retirement plan benefit is provided for employees at no additional cost and gives access to professional, unbiased financial advice delivered by a team that has no products or services to sell.
CAPTRUST Services include:
- Retirement Advice Line: Faculty and staff can call CAPTRUST for assistance from one of their counselors with investing questions or help with Princeton’s retirement plans and other financial issues. The counselors are available to offer you investment advice and then help you act on the advice by assisting as you navigate through the TIAA website.
- One-on-One Meetings: Faculty and staff can schedule individual on campus appointments with CAPTRUST counselors to discuss personal investment goals and get advice on how to invest retirement plan accounts.
- Retirement Blueprint: For those who would like to spend 30 minutes going through their financial picture with a counselor, CAPTRUST delivers a Retirement Blueprint, which is a plan for long-term financial needs.
- Schedule appointments to speak to a counselor, attend webinars, access educational information, and use calculators and tools.
All retirement plan participants are eligible.
If there are any discrepancies between the information in this publication, verbal representations, and the plan documents, the plan documents always govern. Although Princeton intends to continue these benefits, the University reserves the right to amend or terminate these plans at any time.