Campus News

UK partners with CAPTRUST Financial Wellness and Advice

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LEXINGTON, Ky. (Jan. 11, 2023) — As an added benefit to employees who participate in UK’s retirement savings plans, the University of Kentucky has partnered with CAPTRUST Financial Wellness and Advice to help employees who struggle with feeling confident about making financial decisions concerning their retirement. 

To help explain the process and answer any questions, CAPTRUST will hold two webinars at noon Jan. 17 and Jan. 18

CAPTRUST is an independent investment advisory firm that provides investment advice to UK’s retirement plan participants. This free benefit is designed to help employees navigate retirement benefits and other financial priorities, such as budgeting, debt, credit or college savings.  

“We are excited to provide employees with an enhanced level of financial advice at no cost to promote personal financial well-being,” said Richard Amos, UK HR Chief Benefits Officer. “Employees will have access to certified financial planners to help evaluate all kinds of financial advice needs, plans and goals.” 

Amos said CAPTRUST Financial Wellness and Advice advisors will serve as a confidential, independent financial “quarterback,” partnering with UK’s two retirement savings vendors, TIAA and Fidelity. 

 

 

As the state’s flagship, land-grant institution, the University of Kentucky exists to advance the Commonwealth. We do that by preparing the next generation of leaders — placing students at the heart of everything we do — and transforming the lives of Kentuckians through education, research and creative work, service and health care. We pride ourselves on being a catalyst for breakthroughs and a force for healing, a place where ingenuity unfolds. It's all made possible by our people — visionaries, disruptors and pioneers — who make up 200 academic programs, a $501 million research and development enterprise and a world-class medical center, all on one campus.   

In 2022, UK was ranked by Forbes as one of the “Best Employers for New Grads” and named a “Diversity Champion” by INSIGHT into Diversity, a testament to our commitment to advance Kentucky and create a community of belonging for everyone. While our mission looks different in many ways than it did in 1865, the vision of service to our Commonwealth and the world remains the same. We are the University for Kentucky.