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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
What are Corrective Distributions and How to Avoid Them Going Forward
12/09/2019
This article will take a brief look at ways to correct a failed “ADP” test, the non-discrimination test mandated by the Internal Revenue Code to determine whether 401(k) elective deferrals unfairly favor highly-compensated employees.
How Data Analytics Can Help You Make Retirement Plan Decisions
11/14/2019
If you’re not using data analytics to help you make progress toward improving participant outcomes, then you could be missing out on a key component of plan governance. Data analytics are becoming a meaningful part of defined contribution plan governance for retirement plan fiduciaries.
Is Your Retirement Plan Meeting Your Employees' Objectives?
09/23/2019
Are your company's employees saving enough for retirement? Maybe not, according to a report from the National Institute on Retirement Security, which states that four out of five Americans have less than a year's income saved for retirement.
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.
