InTrust Fiduciary Group continually devotes significant time and resources towards staying apprised on the most current trends, developments, and ongoing legislation related to retirement plans. We regularly participate as attendees, speakers, and contributors at national industry conferences and share our knowledge with local professional organizations.

Our Professional Memberships

We hold memberships in and support the following organizations:

Our Speaking Engagements & Publications

We are often asked to speak or participate in a range of industry events and publications:

2016

“Pricing trends across the service continuum: advisors, recordkeepers, and investment managers”
– January, Retirement Plan Advisory Council, San Diego, California

2014

“25th Annual Benefits Compliance Conference”
– November, SouthWest Benefits Association, Dallas, Texas

“Plan Sponsor Round Table”
– October, Pensions & Investments West Coast Defined Contribution Conference, San Diego, California

“Critical Business Issues to Consider for 2015”
– October, Padgett Stratemann Conference, San Antonio, Texas

“Employment Law Conference”
– September, San Antonio Human Resources Management Association, San Antonio, Texas

“Reaching Out: Best Practices in Employee Communication & Education”
– July, Austin Human Resources Management Association Annual Conference, Austin, Texas

“Trends in the Retirement Plan Marketplace and Running a Successful Retirement Practice”
– June, Fidelity Defined Contribution Investment Only Due Diligence Meeting, Boston, Massachusetts

“The Mechanics of Re-Enrollment”
– June, 2014 PLANSPONSOR National Conference, Chicago, Illinois

“The 401k recordkeeper provider RFP from A to Z: A Company Case Study”
– May, 2014 Southwest Benefits Association 39th Annual Conference, Austin, Texas

“Should Your Plan Engage a More Active Investment Lineup or Stick With Passive Investing?”
– April, Pensions & Investments 401(k) Investment Lineup Summit, Dallas, Texas

“The Ins and Outs of Managed Accounts”
– February, 2014 Financial Research Associates DC Defaults Forum, Boston, Massachusetts

2013

“How to Get Participants the Advice They Need”
– October, 2013 Pensions & Investments West Coast Defined Contribution Conference, San Francisco, California

“Independence Days”
– September, 2013 PLANADVISER National Conference, Orlando, Florida

“Fee Disclosures”
– September, 2013 PLANADVISER National Conference, Orlando, Florida

“Reaching Out: Best Practices in Employee Communication & Education”
– June, 2013 PLANSPONSOR National Conference, Chicago, Illinois

“A View from the Road: A Retirement Consultant on Performance, Process, and Reenrollment”
– May, BlackRock DC Focus Magazine

“Fixed Income Alternatives”
– May, Pensions & Investments Fixed Income Summit, Chicago, Illinois

“From Practical to Tactical: Incorporating J.P. Morgan’s Retirement Insights and Market Insights into your DC Practice”
– May, 2013 Defined Contribution Summit, New York City, New York

“I’m an “Alternative” and So Am I: What is the appropriate role for “Alternative Investment Classes” in DC Plans”
– March, NAPA / ASPPA 401(k) Summit, Las Vegas, Nevada

2012

“Developing Consultant Relations at Direct-Sold Recordkeepers”
– October, Center for Due Diligence Advisor Conference, Chicago, Illinois

“Expanding/Differentiating Your Value Proposition”
– October, Center for Due Diligence Advisor Conference, Chicago, Illinois

“The Low-Cost 401(k)”
– September, Planadviser National Conference, Orlando, Florida

“Plan Design Benchmarking: What’s Your Value?”
– February, BlackRock DC Edge Magazine

2011

“Fee Disclosure Legislation: Are You and Your Clients Ready?”
– November, ASPPA Advisor Update Newsletter

“Peer Review: The Case for Benchmarking”
– October, Planadviser Live Webcast

“Want to be an RIA?”
– September, Planadviser National Conference, Orlando, Florida

“Building a Better Retirement Plan Menu”
– June, Plan Sponsor National Conference, Chicago, Illinois

2010

“Participant Education in the Age of Technology”
– September, Planadviser National Conference, Orlando, Florida

“Top Retirement Plan Mistakes”
– August, AHRMA Annual Conference, Austin, Texas

“Austin Wealth Advisors Moving Out On Their Own”
– July, Austin Business Journal

“Movers & Shakers: Separating the owls from the ‘blind squirrels’”
– April, EmployeeBenefitAdviser Magazine

2009

“Rolling into Opportunity”
– September, Planadviser National Conference, Orlando, Florida

“Making Retirement Plans More Effective”
– August, AHRMA Annual Conference, Austin, Texas

“Designing Minds”
– June, PLANSPONSOR 2009 Plan Designs Conference, Chicago, Illinois

“401(k) Anxiety”
– March, Austin Business Journal

2008

“Closing The Deal – Best Practices in Winning a Finals Presentation”
– September, Planadviser National Conference, Orlando, Florida

2007

“How to Get the Most From Your Provider”
– September, Planadviser National Conference, Orlando, Florida