Wake Forest faculty and staff who are enrolled in the 403(b) Retirement Plan may meet with CAPTRUST, an independent fiduciary advisor, for personalized retirement planning advice. Whether you have questions about your investment strategy or distribution options, CAPTRUST’s financial experts are available to help you optimize your retirement plan benefits.

Consultations can be held virtually or in person:

• In-person or Virtual Option: You can schedule an in-person appointment with CAPTRUST’s Senior Financial Advisor, Matt Leggett. Matt is also available for virtual appointments.
• Virtual Option: If your schedule does not align with Matt’s availability, you can also schedule a virtual appointment with a CAPTRUST Financial Advisor at CAPTRUST at Work or 800.967.9948.