PLANADVISER - March/April 2018 - 26

PLANSPONSOR
RETIREMENT
PLAN ADVISER
OF THE YEAR
Christopher D. Kulick Jr.
CAPTRUST Advisors
A
s senior vice president at CAPTRUST
Advisors, Christopher
Kulick feels fortunate that he is
in a position to make a difference in
people's lives every day-whether he
is working with plan sponsors on plan
design changes or helping employees
realize that their retirement dreams
can become reality. After all, Kulick
says, " It has never been harder to be
a plan sponsor, and multiple generations
are now directly responsible for
their own retirement savings. "
As a contracted Employee Retirement
Income Security Act (ERISA) fiduciary,
Kulick provides financial wellness
and employee advice that plan sponsors
can choose alongside his firm's 3(21)
and 3(38) services. Today, personalized
advice and financial wellness programs
are becoming increasingly popular and
extend beyond traditional recordkeeper
education, Kulick says. " Our employee
advice complements [the recordkeeper's]
efforts, focusing on the specific
needs of each participant, " he says.
During individual advice sessions,
Kulick and his team, whose offices are
in Doylestown, Pennsylvania, use a
tablet-based retirement gap analysis
program to determine the participant's
savings goals and proper asset
allocation. The advice usually results
in an on-the-spot change through the
provider's employee portal. " We find
this type of individualized advice,
coupled with immediate changes,
is
exactly what most participants are
looking for, " Kulick says.
LOCATION: Doylestown, Pennsylvania
PLAN ASSETS UNDER ADVISEMENT: $6.34 billion
MEDIAN PLAN SIZE, IN ASSETS: $83.38 million
TOTAL PLANS UNDER ADMINISTRATION: 25 clients
representing 41 plans
TOTAL PARTICIPANTS IN PLANS SERVED: 67,090
SUPPORT STAFF: 1
TEAM MEMBERS: Lorrie Benson,
Christopher D. Kulick Jr.
As of December 31, 2017
26 | planadviser.com march-april 2018
Photography by Matt Kalinowski

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PLANADVISER - March/April 2018

Table of Contents for the Digital Edition of PLANADVISER - March/April 2018

2018 PLANSPONSOR Retirement Plan Adviser of the Year
Battling the Elements
Taking on Discretion
A QDIA In Transition
Working Down-Market
Retirement Income Options
2018 SEC Examination Priorities
Enforcement of the DOL Rule
Duty to Investigate
PLANADVISER - March/April 2018 - C1
PLANADVISER - March/April 2018 - FC1
PLANADVISER - March/April 2018 - FC2
PLANADVISER - March/April 2018 - C2
PLANADVISER - March/April 2018 - 1
PLANADVISER - March/April 2018 - 2
PLANADVISER - March/April 2018 - 3
PLANADVISER - March/April 2018 - 4
PLANADVISER - March/April 2018 - 5
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PLANADVISER - March/April 2018 - 20
PLANADVISER - March/April 2018 - 21
PLANADVISER - March/April 2018 - 22
PLANADVISER - March/April 2018 - 23
PLANADVISER - March/April 2018 - 2018 PLANSPONSOR Retirement Plan Adviser of the Year
PLANADVISER - March/April 2018 - 25
PLANADVISER - March/April 2018 - 26
PLANADVISER - March/April 2018 - 27
PLANADVISER - March/April 2018 - 28
PLANADVISER - March/April 2018 - 29
PLANADVISER - March/April 2018 - 30
PLANADVISER - March/April 2018 - 31
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PLANADVISER - March/April 2018 - 34
PLANADVISER - March/April 2018 - 35
PLANADVISER - March/April 2018 - 36
PLANADVISER - March/April 2018 - 37
PLANADVISER - March/April 2018 - 38
PLANADVISER - March/April 2018 - 39
PLANADVISER - March/April 2018 - Battling the Elements
PLANADVISER - March/April 2018 - 41
PLANADVISER - March/April 2018 - 42
PLANADVISER - March/April 2018 - 43
PLANADVISER - March/April 2018 - Taking on Discretion
PLANADVISER - March/April 2018 - 45
PLANADVISER - March/April 2018 - 46
PLANADVISER - March/April 2018 - 47
PLANADVISER - March/April 2018 - A QDIA In Transition
PLANADVISER - March/April 2018 - 49
PLANADVISER - March/April 2018 - Working Down-Market
PLANADVISER - March/April 2018 - 51
PLANADVISER - March/April 2018 - Retirement Income Options
PLANADVISER - March/April 2018 - 53
PLANADVISER - March/April 2018 - 2018 SEC Examination Priorities
PLANADVISER - March/April 2018 - Enforcement of the DOL Rule
PLANADVISER - March/April 2018 - Duty to Investigate
PLANADVISER - March/April 2018 - C3
PLANADVISER - March/April 2018 - C4
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