CAPTRUST at Work Financial Planning

Populus Group is excited to highlight the resources available to you through CAPTRUST at Work, our financial wellness benefit provided to all employees. These tools are designed to help you build confidence in your financial life, whether you’re planning for retirement, budgeting, paying down debt, or preparing for future goals.

Here’s what you have access to:

📞 The CAPTRUST at Work Desk

Have a financial question? Need help understanding your retirement plan? Want to talk to someone about debt management or emergency savings? The At Work Desk connects you with a CAPTRUST advisor who can help with topics like:   

• Understanding your retirement plan options

• Saving and investing basics

• Budgeting and debt strategies

• Next steps for your personal financial goals

• And many more – anything financial!

This is a great place to start—simple, helpful, and tailored to you. These sessions are confidential, personalized, and support-based (no sales!). This is a benefit that is included in our relationship with CAPTRUST and there is no charge for you to interact with an advisor as often as you would like.

You can call on the fly at 1-800-967-9948 during normal business hours (Monday–Thursday, 8:30 a.m.–5:30 p.m. ET, Fridays, 8:30 p.m.–4:00 p.m. ET), or set an appointment ahead of time by visiting the online scheduler. Evening appointments are available if you schedule ahead of time as well!

🌐 CAPTRUST at Work Online Resource Hub

Visit the CAPTRUST at Work website anytime to explore:

• Short educational videos

• Workshops and webinars

• Articles and tools on budgeting, saving, and investing

• Retirement planning resources

• Everything is self-paced and available when you need it