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  • Employer Securities

    An Experienced Fiduciary Partner

    As plan fiduciary, Reliance Trust will actively monitor publicly available information to make informed judgments regarding company stock.

    Reliance Trust has a broad range of experience acting as a trustee and discretionary fiduciary. Our services focus on removing conflicts of interest that can arise from companies that offer qualifying employer securities in a qualified retirement plan.

    We Serve as an ERISA Section 3(38) Investment Manager

    Reliance Trust can serve as an “investment manager” as defined in ERISA Section 3(38) and is a “fiduciary” as defined in section 3(21)(A) of ERISA. Below are some of the services we offer:

    Plan Communication Services

    Investment Monitoring Services

    Proxy Voting Services

    Fiduciary Assessment & Alignment Services