“Run your numbers.” “Start a diversified retirement plan.” “Keep it simple.” There’s a lot of advice out there when it comes to planning for retirement. Wouldn’t it be nice if there were someone to help you wade through all the do’s and don’ts?
There is. CAPTRUST retirement specialists give you unbiased retirement advice that targets your best interests, not theirs. And the service is free of charge to all Ancestry employees.
Get guidance on a range of retirement topics—from deferral rates to risk profiles and everything in between—and get objective answers to your questions. With CAPTRUST, you only get retirement education and advice—no pushing products, no selling whatsoever.
Prefer to do research on your own? CAPTRUST has an online resource center with calculators and other tools to help get you started. You can also access webinars created just for Ancestry employees, and on-site sessions in Utah and San Francisco offices. And if you want truly personal attention, you can schedule individual on-site appointments or contact the dedicated advice desk.
Enjoy easy access! Use your PC, Mac, tablet, or mobile phone to access captrustadvice.com to book an appointment with a retirement counselor, attend live webinars, view archived videos, and access financial wellness information for every stage of your life.
Keep up to date, and register to receive CAPTRUST’s quarterly magazine, Vested.
Representatives from CAPTRUST also make on-site visits to Ancestry throughout the year. Ready to get started? Call 800-967-9948 anytime.