Our Advisor Partners complement our services and work hand-in-hand with us to accomplish a common mission: to always do what's best for our clients to help them reach their ultimate retirement goals.
TRUE FIDUCIARY RESPONSIBILITY
Unified Trust is a national trust company and one of only a handful of companies in the country with the true fiduciary responsibility to always put our clients' interests first and to develop the long-term solutions they need to reach their goals. And we're always looking for qualified, like-minded service providers who share that goal.
THE VALUE OF AN ADVISOR PARTNER
We believe that the right advisor is critical to helping participants achieve their retirement goals. Services that our Advisor Partners provide include: Periodic Fiduciary Review with the Plan Sponsor or Retirement Committee; Assisting the Plan Sponsor in meeting their fiduciary obligations under ERISA; Assisting in the overall evaluation of the plan effectiveness and acting as the primary contact and advocate for the Plan Sponsor and participants with all service providers (including Unified Trust).
HOW SPONSORS WORK WITH US
Our employer provided retirement plans fall primarily into three main administrative categories.
SUCCESS FOCUSED SOLUTIONS
We're constantly challenging conventional wisdom and always looking for new and better ways to help people achieve their goals. We don’t sell products or services. We’re an independent fiduciary charged with helping participants succeed. Our tool for success is innovation!
Unified Success Pathway® removes the obstacles to managing and maintaining a 401(k) plan thereby making it much more likely that a participant will have a successful retirement.
UnifiedPlan® is a new personalized financial solution we've designed to more reliably provide each individual with a dependable stream of income at retirement. It can improve the outcome for virtually all active 401(k) participants.
Unified Fiduciary Monitoring Index® provides an effective "bright line test" to help us determine the quality of a fund or investment manager. Open Architecture and Transparent Fees provide a wide range of investment options, an appropriate level of objectivity, flexibility to all of our clients and no hidden charges.
For more information on our proven solutions for helping people retire successfully, call Lee Topley at (866) 296-6682 or email him at firstname.lastname@example.org.