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Reliance Trust is a National Fiduciary Services Leader
As one of the largest independent trust companies in the country, we have had extensive experience with the requirements and needs of fiduciaries. For more than 30 years, Reliance Trust has provided one of the most comprehensive suites of fiduciary services available. Additionally, the U.S. Department of Labor has consulted with our fiduciary experts on select topics.
We act as your Fiduciary Partner
With today's challenging economic and legal environment, having a strong fiduciary partner is an integral part of qualified plan management. Reliance Trust provides true fiduciary management services that are designed to ensure strict compliance with ERISA's rigorous standards. To learn more about the roles and responsibilities of company fiduciaries, download our Fiduciary White Paper.
Comprehensive Fiduciary Services
We offer a full array of fiduciary services, including:
- Investment Management
- Independent Fiduciary
- Discretionary Trustee
- Directed Trustee
- ESOP/KSOP Plan & Trustee Services
- Public Company Stock
- Cash Management
- VEBA Trustee Services
- NQDC Grantor Trustee (Rabbi Trusts)
- Special ERISA Fiduciary
Experienced Fiduciary Consulting
We provide expert consulting services, including:
- Selection of plan service providers
- DB & DC plan investment advisor
- ERISA litigation settlements
- Special ERISA Fiduciary
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