Mount Aloysius College is committed to helping you make the most of your benefits package and build a strong financial future. To support you, we’ve partnered with CAPTRUST at Work, a trusted
advisor to Mount Aloysius College’s retirement plan, to provide financial guidance tailored to your needs. CAPTRUST’s experienced financial professionals understand our benefits and can help you
make informed financial decisions to improve your overall well-being.
A CAPRTUST advisor will be on campus on May 26th & 27th to meet with you regarding financial planning. Limited spots are available so please use this link to schedule an appointment. If you are unable to schedule a meeting, we will hold more sessions in the fall semester as well.
What is CAPTRUST at Work?
CAPTRUST at Work is a financial wellness and advice program designed to provide you with fiduciary financial advice and education. Their experienced financial professionals can help you create a personalized financial roadmap to support your long-term goals. Here are some of the ways CAPTRUST can help:
- Retirement Planning – Support with enrollment, investment choices, and Roth vs. pretax
contributions. - Financial Planning – Budgeting, debt management, and planning for major life events.
- Investment Strategies – Optimizing allocations, managing loans, and aligning savings with long-
term goals.
What services are available?
As a part of your benefits package, you have complimentary access to the following services:
- CAPTRUSTatWork.com: Watch recorded presentations, use financial calculators, and schedule
appointments for personalized advice. - Automated Resources: Expand your financial knowledge with webinars, articles, videos, and
tailored educational campaigns. - Financial Technology: Develop a comprehensive financial plan with CAPTRUST’s cutting-edge
technology tools. - One-on-One Consultations: Meet with a financial counselor to discuss your unique financial
situation and get personalized advice.
For questions, please contact Human Resources.
