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Protect Your Personal Information

Protection of your personal information is an important issue. Recently, we have heard from a client informing us that their employees were receiving suspicious phone calls where scammers tried to “phish” for personal information using the CAPTRUST name. This was done using phone calls and voice messages asking for information regarding retirement plan accounts. Unfortunately these types of fraud attempts are becoming more common in the retirement plan industry.

CAPTRUST will NEVER contact you asking for personal information such as your Social Security number, user ID’s, or passwords to your accounts. The only time that CAPTRUST will call you directly is if you have personally scheduled an appointment with the CAPTRUST Advice Desk. Our advice desk counselors will never ask you for your Social Security numbers, passwords, or any other information connected directly to accessing your account.

Please be wary of anyone ever asking you to provide personal information via phone, email, or text. Legitimate businesses will not do that. Please save ONLY the phone numbers below that CAPTRUST uses:

CAPTRUST Advice Desk: 800.967.9948
CAPTRUST Toll-Free Line: 800.216.0645
CAPTRUST Direct Line: 919.870.6822
CAPTRUST Freedom 401k® Call Center: 855.297.9550
CAPTRUST Direct Line for Freedom401k® plan participants 248.620.8100

If you receive a call or voicemail asking you for personal information, please contact your human resources department immediately. Do not return the calls or emails.

Have questions? Need help? Call the CAPTRUST Advice Desk at 800.967.9948, or schedule an appointment with a retirement counselor today.

Legal Notice

This document is intended to be informational only. CAPTRUST does not render legal, accounting, or tax advice. Please consult the appropriate legal, accounting, or tax advisor if you require such advice. The opinions expressed in this report are subject to change without notice. This material has been prepared or is distributed solely for informational purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. The information and statistics in this report are from sources believed to be reliable but are not warranted by CAPTRUST Financial Advisors to be accurate or complete. All publication rights reserved. None of the material in this publication may be reproduced in any form without the express written permission of CAPTRUST: 919.870.6822.