Expertise where you need it

Investment Expertise

We are committed to implementing the best investment solutions for your plan.

Our process

We use our proven investment process to research and build a fund lineup to match your employee goals and demographics. This process allows us to select and monitor the investments that create success for your participants.

Investment guidance

Plan sponsors have options when it comes to the level of fiduciary responsibility they choose to retain. INTRUST will serve as a 3(38) with full discretion over the selection, monitoring and replacement of investments or we can serve as a 3(21) limited scope advisor.

Impartial decision making

Objective investment selection puts the participant’s best interests first. We avoid any conflict of interest by not offering proprietary investment products. This lets us make the best investment decisions for your participants.

Goal for your plan

The ultimate goal is to build a fund line-up that best fits your plan’s unique demographics. Utilizing fund optimization techniques and an open architecture platform gives your participants the best chance for successful retirement outcomes.

“It was especially important to us to find a partner like INTRUST who would accept the fiduciary responsibility for the plan’s investment choices. I believe that INTRUST is really working in my employees’ best interest.”

- Jim Gutchow, John A. Marshall Company

Learn more about retirement services

Contact a retirement expert today.

We know that choosing your retirement plan provider is a major decision for your business and your employees. Contact us at 866-412-9026 or send us a message to start a conversation about crafting your retirement plan.

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