Grow Capital

    • Improve stewardship of financial resources...
    • Transform benefit liabilities into assets...
    • Return funds to the employer plus interest...

Retain Talent

    • Implement a flexible and portable structure...
    • Use vesting provisions to improve retention...
    • Create potential for greater income levels at retirement...

The need to attract and retain the best talent is common to all organizations along with the need to remain financially viable for the long-term. The provision of retirement benefits, while integral to the success of most non-profit organizations, has not traditionally been associated with a bottom line enhancement. With the CAP-Ex Program, the organization can provide the desired benefits that give it a competitive recruitment edge while often preserving capital in the short term and enhancing earnings and financial position in the long term.

For additional information or to request a follow up call to discuss the applicability of CAP-Ex Program to your institution, please contact us.