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Advisory Services
The best interests of your plan and your participants come first. Getting the right pieces in place and working together to meet your plan's needs requires the level of service our team of experts will provide.
Retirement Plan Services
We focus on successful outcomes for your plan and your participants
Successful retirement plans require experience in many complex fields - advisory services, investment expertise, participant success, fiduciary knowledge - each carefully managed to provide the greatest benefit to you and your employees. INTRUST provides customized solutions, individually tailored to the needs of your company and your participants.
Retirement Plan Services
Investment Expertise
Having the right partner to help you navigate the complexities of your plan's investment strategy is critical. The proven guidance we provide is entirely objective and serves the best interests of your employees.
Participant Success
Our industry-leading education program, NestEgg U, provides participants with a framework to achieve a successful retirement outcome. We will work with you to create a customized education plan that meets the needs of your participant demographics.
Latest Insights
Pension Plan Limits for Tax Year 2024
12/05/2023
The Internal Revenue Service has announced cost-of-living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2024.
Pension Plan Limits for Tax Year 2023
11/08/2022
The Internal Revenue Service has announced cost-of-living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2023.
Pension Plan Limits for Tax Year 2022
11/29/2021
The Internal Revenue Service has announced cost-of-living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2022.
The level of professional services offered at a local level rival that of any nationally recognized provider but with a much more personal touch.
Mary Joerg | Accounting - Controller, Coonrod & Associates
Contact Us
Contact a retirement expert to start a conversation about crafting a retirement plan that's best for your business and employees.
