Financial wellness can be defined in many ways given how encompassing of a concept it is. A simple definition is the ability to have a healthy financial life in the present and in the future. January is National Financial Wellness Month. If you are a plan advisor or plan sponsor, now is a good time to start a conversation with your retirement plan service provider about developing a financial wellness strategy for employees.
Justin Morgan is the Managing Director of Plan Administration and Service. He provides leadership and strategic direction for Unified Trust’s defined contribution business—overseeing all aspects of plan administration and recordkeeping operations and client servicing/relationship management.
As a member of the Trust Executive Committee, he is involved in establishing and executing strategic business initiatives and managing the overall operations and resources of the company. He is also a member of the Trust Investment Committee, which is responsible for the development and implementation of the company’s investment policy and portfolio management strategy.
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.
Blog Posts From This Team Member
I was recently reading Skin In The Game by Nassim Taleb and was captivated by a chapter in the book titled, “The Merchandising of Virtue.” In that chapter, Taleb discusses the importance of virtue, or colloquially, what you do when no one is looking. To be, rather than to seem. This maxim is particularly relevant to the retirement plan services industry and fiduciary duty.