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 > 

InTrust Fiduciary Group is here for you.

For more than 15 years, we have served two stakeholders within our client companies: those responsible for managing the retirement plan and their valued employees.

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Plan Sponsors

We partner with plan sponsors to manage their fiduciary duties and tailor their retirement plan to be ideal for the company and their employees.

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Employees

We work hand-in-hand with employees, offering expert advice and guidance to give them the best chance to achieve a successful retirement.

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

At InTrust Fiduciary Group, we have a passion for sharing knowledge. In this increasingly competitive economy where attracting and retaining top talent is crucial, what can organizations do to provide leading edge benefits?  If your retirement plan has achieved great participation, healthy deferral rates, and low-cost investment—and your employees are still asking for more—please join…

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On April 7, 2016, the Department of Labor (DOL) made public the final ruling regarding its fiduciary definition, aligning with new and amended exemptions. As the DOL highlights, the rule requires “all who provide retirement investment advice to plans and IRAs to abide by a 'fiduciary' standard—putting their clients’ best interest before their own profits.”…

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At InTrust Fiduciary Group, we have a passion for sharing knowledge. We invite you to join us as we continue our 2016 Fiduciary Education Luncheon Series. These luncheons are structured to provide you with insight into and best practices on specific areas of retirement plans so you can more effectively manage your company’s plan. Top…

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