Large employer focus Target the 25,000+ employer base across school districts and governmental entities to expand retirement and benefits administration services, emphasizing scalable, compliant third-party administration for public sector and multi-employer plans.

Diverse benefit mix Leverage expertise in retirement plans (401k, 403b, 457 series, defined benefit) and health benefits (FSA, HSA, HRA, cafeteria plans, MEPPs) to upsell integrated benefit administration and data services to mid to large employers seeking consolidated outsourcing.

Strategic partnerships Capitalize on CapTrust collaboration history to pursue referrals and joint solutions for small to mid-sized companies, highlighting Direct Fiduciary type offerings and co-branded retirement plan solutions.

Data and tech leverage Promote data services and interoperability capabilities (SPARK data translation, legacy asset management, common remitter) to clients needing modernization, accurate recordkeeping, and streamlined compliance reporting.

Financial scale signals Use current revenue range and growth signals to engage RFPs and procurement teams of larger employers or benefits brokers seeking proven outsourcing partners with national reach and strong customer service focus.