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CAPTRUST Financial Advisor

It’s important to make sure your financial investments are right where they should be. ZOLL has partnered with CAPTRUST Financial Advisors to help you plan for a bright future, no matter what stage of life you’re in.

HOW IT WORKS

CAPTRUST connects you with valuable resources to help you make smart financial decisions and retire with confidence. With CAPTRUST Financial Advisors, you can speak directly with an expert who can assist you with:

  • Creating your Retirement Blueprint
  • Developing a plan that looks at your financial picture now and in the future
  • Building a successful investment strategy
MEET WITH AN ADVISOR

CAPTRUST is there to offer advice no matter what state of life you are in.

What Life Stage Are You In?
Life Stage Financial Needs
Early Career
  • Enrollment Assistance
  • Investment Recommendations
  • Determining Saving Amounts
  • Utilize the Match
  • Budgeting Questions
  • Health Savings Accounts
  • Emergency Savings
  • Debt Payoff Strategies
Middle Career
  • Determining Saving Amounts
  • Investment Advice
  • Automatic Increase
  • Life Events – Marriage/Children
  • Home Ownership
  • Emergency Savings
  • College Savings Plans
  • Health Savings Accounts
  • Protecting Family
  • Measuring Progress
Late Career
  • Investment Strategies
  • Equity Exposure
  • Saving Rates and Opportunities
  • Catch Up Options
  • Extending Career
  • Social Security Options
  • Creating Income
  • Consolidating Accounts
  • Health Savings Accounts
  • Retirement Preparation

Not sure where to start on your road to retirement? Check out CAPTRUST’s Retirement planning Guide to learn how to prepare for a financially secure future during each decade of your life.

Here is what you can expect when you meet one on one with a CAPTRUST advisor.

Schedule your appointment with an advisor anytime.

CAPTRUST vs Fidelity Investments
WHAT DO YOU NEED? CAPTRUST FIDELITY
Check my 401(k) account balances No Yes
Update my contributions No Yes
Change my investment elections No Yes
Update my Beneficiary No Yes
Administration of the HSA and FSA accounts No Yes
Free advice on how to invest your retirement accounts Yes No
Financial Wellness Tools Yes Yes
On-demand Webinars No Yes

CAPTRUST

Who are they?

  • CAPTRUST is an independent investment advisory firm that provides investment advice to ZOLL employees who need help navigating their retirement benefits.

Is this investment advice part of my benefits package?

  • Yes, CAPTRUST provides you with access to professional, unbiased investment advice.
  • CAPTRUST will not sell you any products – their services are made available to you as part of the ZOLL Medical Corporation 401(k) Plan.

CAPTRUST services include:

  • Annual participant communications on a quarterly cadence beginning with their CIO’s market comments, newsletters, and topical spotlight videos.
  • Group Webinars: Features and benefits of the ZOLL 401(k), basics of investing, and more
  • Retirement Advice Line:
    • Licensed counselors to assist you with your investing questions or help with your retirement plan and other financial issues.
    • The counselors are available to offer you free investment advice and then help you act on the advice.

Visit captrustadvice.com to schedule an appointment

Call CAPTRUST directly at 800.967.9948
 

CAPTRUST Financial Wellness Tools:

Scheduling available at captrustadvice.com

  • Comprehensive Retirement Advice and Solutions
  • Retirement Blueprint
    • Work one-on-one with a CAPTRUST Advisor to create your blueprint
    • Measures your progress toward your retirement savings
    • Establishes risk tolerance profiles
    • Offers holistic advice on how to invest your retirement accounts
    • Questions answered include:
      • How much should I be saving?
      • What is the recommended investment strategy for me?
      • Am I on track to retire, and will I have enough money to last me for 20 to 30 years?
  • Additional calculators available at captrustadvice.com/tools/
    • Savings Plan Calculator
    • Social Security Calculator
    • Total Retirement Calculator
    • College Savings Calculator
    • And MORE!

Fidelity Investments

Who are they?

  • Fidelity administers your 401(k) plan, Health Savings Account (HSA) and Flexible Spending Account (FSA). They also offer free Financial Wellness tools and resources via the web or mobile app.

Fidelity services include:

  • Updating contributions and investment choices.
  • Designate your beneficiary(ies).
  • Check your 401(k) and/or HSA account balances.
  • On-demand webinars, articles and interactive tools are available in their interactive Learning Catalog.
  • Viewpoints Newsletter – Learn ways to help grow and protect your money with Fidelity’s latest insights on markets, investing, taxes, and personal finance.
    • Weekly Fidelity insights on Financial Markets, investing opportunities, Tax strategies, and other can’t miss information.

Fidelity Financial Wellness Tool:

  • Financial Wellness Checkup on Fidelity:
    • Fidelity’s financial wellness checkup can help you understand what’s going well and what else you can do to work toward your money goals. Take a few minutes to answer some questions (think: saving and spending, debt management, and more). From there, you’ll get a look into how you’re doing and find tips that can help you move forward.

NEED MORE INFORMATION ON THIS BENEFIT?

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