FINANCIAL_SERVICESONGOING

CAPTRUST Ongoing Advisor For Retirement Plans

CAPTRUST continued its long‑standing engagement with the University of Maine System to advise on defined contribution plans, including quarterly investment and fee benchmarking reviews and coordination with TIAA on potential recordkeeping fee reductions. The firm has served the System since 2013.

Status
ONGOING
Document date
May 7, 2026
Contract type
FINANCIAL_SERVICES
Vendor
CAPTRUST
Agency
University of MSBT|Audit Committee · ME

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Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
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Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Contract term
Since 2013, ongoing
Renewal
Relationship dates to 2013 and continues with no change; CAPTRUST will revisit recordkeeping fees with TIAA following recent asset growth.
Document type
Minutes
Source document
University of Maine System Investment Committee Minutes 2026-05-07

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by University of MSBT|Audit Committee?

CAPTRUST was awarded this financial services contract by University of MSBT|Audit Committee, as recorded on May 7, 2026.

What type of contract is this?

This is a Financial Services contract, documented as a minutes record.

Where was this contract approved?

This contract appears in University of Maine System Investment Committee Minutes 2026-05-07 (Minutes), dated May 7, 2026 from University of MSBT|Audit Committee. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does CAPTRUST hold?

CAPTRUST may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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