Justin Morgan, QPFC, QPA, QKA, AIFA®

Managing Director — Plan Administration and Service

Justin Morgan is the Managing Director of Plan Administration and Service, overseeing all aspects of plan administration and recordkeeping operations and providing leadership and strategic direction for the defined contribution business.

He joined Unified Trust Company in 2005 and is a graduate of the University of Kentucky Carol College of Business & Economics, where he received a BBA in Finance. He has received the Qualified Pension Administrator (QPA), Qualified 401(k) Administrator (QKA), and Qualified Plan Financial Consultant (QPFC) credentials through ASPPA, as well as the Accredited Investment Fiduciary® (AIF®) designation awarded by the Center for Fiduciary Studies.

As a member of the Trust Executive Committee and Trust Investment Committee, he is involved in establishing and executing short- and long-term business initiatives, as well as the development and implementation of the company’s investment policy.


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