Austin, Texas – September 15, 2016 – InTrust Fiduciary Group is pleased to announce that the Financial Times (FT) has named the Firm’s Founder and President, Michael Maresh, to the 2016 Financial Times 401 Top Retirement Plan Advisers. The independent listing recognizes the top financial advisers specializing in serving defined contribution (DC) retirement plans. Each adviser’s performance was evaluated in seven primary areas, including: DC plan assets under management (AUM); growth in DC plan business; degree of specialization in DC plans; years of experience; DC plan employee participation; advanced industry credentials; and compliance record. Neither brokerages nor advisers pay a fee to The Financial Times for inclusion in this list.
The FT 401 represents an elite group of advisers: the “average” adviser in this year’s FT 401 has 18 years of experience advising DC plans and manages $950 million in DC plan assets. The FT 401 advisers hail from 41 states and Washington, D.C.
This is the second annual FT 401 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on asset management.
About the Financial Times 401 Top Retirement Plan Advisers
The Financial Times 401 Top Retirement Plan Advisers is an independent listing produced by the Financial Times (September, 2016). The FT 401 is based on data gathered from financial advisers, firms, regulatory disclosures, and the FT’s research. The listing reflects each adviser’s performance in seven primary areas, including DC plan assets under management, growth in DC plan business, specialization in DC plan business, and other factors. This award does not evaluate the quality of services provided to clients and is not indicative of this adviser’s future performance. Neither the advisers nor their parent firms pay a fee to Financial Times in exchange for inclusion in the FT 401.
About InTrust Fiduciary Group
InTrust Fiduciary Group is an independent, fee-only Registered Investment Advisory (RIA) firm specializing in ERISA retirement plan consulting services. The firm provides investment consulting, plan design consulting, fiduciary oversight and provider management services. InTrust Fiduciary represents approximately $2 billion in client assets with offices in Austin and San Antonio, Texas. To learn more, please visit www.intrustfiduciary.com.