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CAPTRUST Financial Wellness and Advice

CAPTRUST is an independent investment advisory firm that provides investment and financial advice to UK’s retirement plan participants.

Financial wellness by Enrich

Explore videos, guides and interactive tools — plus talk to a financial expert.

Student loan savings

Estimate whether lower payments and loan forgiveness are possible while you work here.

Retirement account review

Talk to your retirement savings carrier, TIAA or Fidelity, about retirement planning.

Experiencing personal hardship?

The C.R.I.S.I.S. (Crisis Relief in Situations Involving Staff and Faculty) Program is in place to help University of Kentucky employees who are experiencing personal hardship. 

Lean more

Savings funds, discounts and more

Retirement savings plans

We offer many set-it-and-forget-it ways to save and we’re known for our 200% employer match.

Educational savings plan

Use convenient direct deposit to invest and save for tuition for you and your family.

Health savings account (HSA)

Use convenient direct deposit to invest and save for tuition for you and your family.

Flexible spending accounts (FSA)

Set aside the funds you plan to spend on health and dependent care expenses tax free.

News

November 22, 2024

CAPTRUST hosting in-person sessions Dec. 10, 11

CAPTRUST Financial Advisors, the independent financial advisory firm that works on the University of Kentucky Retirement Programs, will be onsite conducting individual meetings as follows:  Dec. 10, 11 session

September 27, 2024

CAPTRUST hosting in-person sessions Oct. 22, 23

CAPTRUST Financial Advisors, the independent financial advisory firm that works on the University of Kentucky Retirement Programs, will be onsite conducting individual meetings as follows:  Oct. 22, 23 session Address: Gatton Student Center – 160 Avenue of Champions Location: GSC 231

April 16, 2024

Annual period for employees to convert temporary disability leave to vacation leave now available through April 30

The annual period for University of Kentucky employees to convert their temporary disability leave (TDL) to additional vacation leave (VL) is now available through April 30.   Employees may request conversion of TDL hours to additional vacation leave through Employee Self Service in myUK. Employees should log into myUK, access Employee Self Service and select Working Time and Leave Requests.    

February 28, 2024

Watch a replay of the University of Kentucky Social Security presentation with Fidelity

Watch a replay here of this presentation to understand how Social Security fits into your overall retirement income plan, when to start claiming your benefit, and how it contributes to your overall retirement paycheck. The program was presented by Mike Fischer, Fidelity director and retirement planner.