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Trust Yourself - Reliance Trust  Trust yourself
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Rely on us - Reliance Trust  Rely on us
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Fiduciary Dilemma
Fiduciary Solutions
 -Investment Management
 -Independent Fiduciary     
 -Discretionary Trustee
 -Directed Trustee
 -ESOP/KSOP
 -Public Company Stock
 -Cash Management
 -VEBA Trustee Services
 -NQDC Grantor Trustee
 -Special ERISA Fiduciary
Let Reliance Trust Help Manage ESOP/KSOP Risk
Reliance Trust offers a full range of risk management programs for plan assets from both an investment and non-investment perspective. These include special fiduciary services for Employee Stock Ownership Plans (ESOPs) and KSOPs. Reliance Trust is a highly skilled, independent trustee specializing in ESOPs and KSOPs.

Comprehensive ESOP and KSOP Services

Our team of seasoned professionals offers extensive and diverse services in ESOP and KSOP analysis and compliance. These services include all types of ESOP and KSOP transactions, continual custodial needs, monitoring of stock and proxy voting requirements. For more detailed information on Reliance Trust’s ESOP services, please click here to download our overview sheet. For more detailed information on Reliance Trust’s KSOP Services, please click here to download our overview sheet.

Benefits to Client
  • A comprehensive risk management program
  • Manage participant level risk
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