Key Retirement and Tax Numbers for 2021

03/02/2021
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Meet Dan Heinz, Chief Commercial Lending Officer

07/15/2019
From camping with family to being deeply ingrained in his Kansas agricultural roots, Dan Heinz, our Chief Commercial Lending Officer, recently shared his background and how that’s shaped the way he approaches his responsibilities in the workplace.

Risk Management and Your Retirement Savings Plan

05/29/2019
By investing for retirement through your employer-sponsored plan, you are helping to manage a critically important financial risk: the chance that you will outlive your money. But choosing to participate is just one step in your financial risk management strategy. You also need to manage risk within your account to help it stay on track.

How to Think About Financial Wellness ROI

05/20/2019
If you want to sell your C-suite on paying for an employee financial wellness program, you'll probably get some questions from your CFO. Read on to learn more about the importance of financial wellness and how to answer those questions.

Hardship Distribution Regulation Changes

05/20/2019
Since our last ERISA Update, the Internal Revenue Service has published proposed regulations which provide guidance on the changes to hardship withdrawals made by the Bipartisan Budget Act.

2017 Economic Outlook

05/20/2019
Economic and Market Perspectives for 2017 from INTRUST Wealth, including economic themes, market implications, and portfolio implications.

2018 Economic Outlook

05/20/2019
INTRUST presents our 2018 Outlook for the global economy and markets, highlighting the potential effects of global fiscal policies and geo-political influences on investment markets and portfolio strategies.