We can Help Manage your ERISA Fiduciary Needs
As an independent fiduciary, we have broad experience with complex fiduciary issues and responsibilities surrounding the management of retirement plan assets. At Reliance Trust, we thoroughly understand your concerns. One way to alleviate concerns about potential ERISA fiduciary and Sarbanes-Oxley liability for plan-related activities, such as plan investments and fees, is to appoint an independent professional fiduciary.
A True Fiduciary
Unlike most retirement plan brokers, consultants and registered investment advisors that offer “co-fiduciary” or “trust advisor” services, Reliance Trust welcomes assignments as a true fiduciary to your plan. This means we fully accept fiduciary responsibility for the decisions we make—such as selecting and monitoring the investment options for your plan. Reliance Trust does not offer proprietary mutual funds.
Our Consultative Approach
We are professional fiduciaries who believe in a highly consultative approach. We provide our services in conjunction with your plan’s service vendors, regardless of the type of plan your company may have and regardless of whether we actually custody the plan assets. Our cross-functional team includes not only investment professionals, but also professionals with experience in the retirement plan administration, custody and legal fields. |
Trust yourself