InTrust Fiduciary Group

Firm Profile

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 for their employee retirement plans.

We track the success of our services to our firm’s two core objectives:

1) Help our retirement plan clients manage fiduciary risk, and

2) Enhance and communicate our clients’ valuable retirement programs to their employees.

InTrust Fiduciary Group’s headquarters is in Austin, TX, with an additional office in San Antonio, TX. We have been advising company retirement plans for over 15 years and currently advise on $1.8B in retirement plan assets.

KEY CONTACTS
Michael Maresh, (512) 354-3965, mmaresh@intrustfiduciary.com

Nathan Sharp, (210) 625-4701, nsharp@intrustfiduciary.com

WEBSITE
www.InTrustFiduciary.com

PRIMARY MARKET(S) SERVED
Micro (<$1 million), Small ($1-$10 million), Mid ($10-$100 million), Large ($100-$250 million)

OPTIONS AVAILABLE
• Benchmarking Tools
• Participant Advice/Participant Services
• Allows Fiduciary Declaration3(21)/3(38)
• 408(b)(2) – in-house or outsourced
• Plan feature review/plan design consulting