Retirement Advisory Services
One size-fits-all probably won't
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.
What to expect from our advisory team
A complete retirement experience
We want to help you build a retirement plan that goes above and beyond your expectations. We focus on the complexities of your retirement plan, so you can focus on your business. We can help you manage your existing partnerships, or assist you in building new relationships.
Adapt and achieve
INTRUST provides customized retirement solutions, individually tailored to the needs of your company and your participants. Our number one priority is to create a plan that enables participant success.
We embrace our role as a fiduciary partner, as we have since 1920. We only act in your employees’ best interests – whether we’re selecting partners, adjusting an investment lineup, or designing a plan, our goals align with their goals.
Team of experts
Your plan’s dedicated advisor is backed by a team of experts in investment selection and monitoring, participant education, fiduciary and legal compliance, and plan administration.