Elevating the Fiduciary Standard

InTrust Fiduciary Group is changing the status quo of retirement plan advice with true transparency, independence and expertise. We provide consulting services to companies looking for unbiased guidance and fiduciary oversight.

The new standard has arrived.  Learn more > 

What can InTrust Fiduciary Group do for you?

Mitigate Risk

Every step of our fiduciary oversight program is carefully designed to help mitigate your risk as a plan sponsor when trying to demonstrate the required proper diligence in managing the plan and acting in the best interest of your employees.

Relieve Fiduciary Burden

Acting as fiduciary, we use our extensive knowledge and experience to help you relieve your burden as a plan sponsor and fulfill your fiduciary obligations through the implementation of best practices, due-diligence processes and documentation .

Improve Employee Success

We take the time to understand the needs and goals of your company and employees before we recommend any plan of action. Through plan design and communication strategies, we improve participant behavior and offer expert guidance to maximize their chance for successful retirement.

Reduce Costs

We are an independent, fee-only Registered Investment Advisory firm with no affiliation with nor incentive from any organization. Our detailed plan and investment expense analysis and provider negotiations often result in significant cost reductions to you and your plan participants.

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Our services are designed to give companies everything they need to design, implement and maintain a highly-effective and efficient retirement plan.

What services does InTrust Fiduciary Group provide?

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Fiduciary Oversight

We ease the burden placed on plan sponsors  by helping them fulfill their fiduciary obligations set forth by ERISA.
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Investment Consulting

We assist plan sponsor investment committees in selecting and monitoring funds for their customized retirement plan.
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Plan Design Consulting

We help improve participant behaviors and increase administrative efficiencies with strategies that meet everyone’s needs.
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Provider Management

We serve as an advocate and liaison for the plan sponsor, facilitating, monitoring and strengthening relationships with providers.
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Educational Resources

We help plan sponsors and employees build a strong foundation through our fiduciary training and financial wellness programs.
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News & Insights

Latest Updates

The IRS announced retirement plan limits for the 2016 plan year earlier today.  Many of the limits remain unchanged from 2015.  The official announcement can be found here. Plan Limits 2016 2015 401(k) & 403(b) Employee Deferral Limit  $          18,000  $          18,000 Annual Defined Contribution Limit  $          53,000  $          53,000 Annual Compensation Limit  $        265,000…

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A proposed Department of Labor rule change is creating some concern within the 401(k) industry. The change is reportedly designed to address potential conflicts of interest within this segment of the investment community and to clarify the fiduciary responsibility of “retirement investment advisors[1]” to their clients. Essentially, the regulation will codify the principles requiring retirement…

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We invite you to attend an exclusive event designed to give finance and HR executives insight into how to manage current risk factors as they consider strategic planning and budgeting for the coming year. Executive Outlook: Risks and Opportunities for 2016 and Beyond Wednesday, September 30, 2015 9:00 am – 1:30 pm Dimensional Fund Advisors…

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