It’s important to quantify your time. Consider your average-sized
plan and number of participants; factor in the plan service time per
year and set a goal of meeting with a percentage of the plan
participants. What’s the result? On average, just a few minutes each
quarter to do all the things necessary to help each participant improve
There is a better way. When you work with Unified Trust, you are
working smarter, not harder. You’re able to quantify and deliver
outcomes and get hours back in your day. Unified Trust becomes an
extension of your team, developing, implementing, documenting and
reporting on participant success, all within the framework of our
fiduciary oversight as discretionary trustee.
Interested in learning more about you can deliver improved retirement outcomes in way that’s measurable, effective and easy? Call the Advisor Services group at 866-296-6682.