We can’t say we blame them. Austin-based The Maresh Yoshida 401k Group announced in mid-May that it’s changing its corporate name to InTrust Fiduciary Group. The new name “better reflects its broader commitment to servicing company retirement plans and its expertise in bringing institutional-level plan advice to companies of all sizes,” according to the company.
The transition to InTrust Fiduciary Group will take place over the next several months.
“Due to our growth within all types of company retirement plan segments, the name InTrust Fiduciary Group better captures who we are and what our firm represents,” Michael Maresh, principal of InTrust Fiduciary Group, said in a statement. “We now provide independent retirement plan consulting services for organizations of all sizes. By contractually signing as fiduciaries, we have a legal responsibility to put the interest of our clients first, above all else. Our unique approach and focused industry knowledge enables us to mitigate a company’s risk, burden and cost of administering their retirement plan as well as provide their employees with expert guidance as they plan for their future.”
InTrust Fiduciary Group’s primary focus is ERISA consulting for both publicly and privately-held companies and non-profit organizations, serving as their fiduciary partner to help them meet the goals established for their employee retirement plans and improve participant retirement readiness. The firm’s customized solutions addresses all areas of a retirement plan, including investments, plan design, employee communications and operational compliance.
“Every company we meet with has similar plan goals: reduce risks, lower costs, relieve fiduciary burdens and most importantly, give their employees the best chance for retirement success,” said Maresh. “We believe the only way to achieve this is to provide unbiased, personalized, conflict-free advice. InTrust Fiduciary Group is built on this model and our growth in clients and assets under management over the past five years is a reflection of the demand.”
With more than 20 years serving financial markets, John Sullivan is the former editor-in-chief of Investment Advisor magazine and retirement editor of ThinkAdvisor.com. Sullivan is also the former editor of Boomer Market Advisor and Bank Advisor magazines, and has a background in the insurance and investment industries in addition to his journalism roots.
