THE MANAGED ROLLOVER SOLUTION

Keeping your retirement savings working for you.

Retirement planning is a sophisticated long-term process that spans decades, employers and various life events. As you evolve it’s important to make sure your plan for a successful retirement remains on track.

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A Personalized Experience

Your financial goals are as unique as you, but in reality, most off the shelf products don’t take your uniqueness into account. That’s why Unified Trust developed the Managed Rollover Solution. This isn’t a product, it’s a rollover solution that’s personalized to your specific situation, goal and time horizon. Knowing that your financial needs and situation today may be vastly different than down the road, we manage the investments for you and make adjustments as needed to help you achieve your retirement goals.

Your Fiduciary

As a fiduciary and discretionary trustee, we are one of very few organizations in the country today that accepts the duty of loyalty and are bound by law to always act in your best interest.

Want to learn more? Watch a short video guide to the Managed Rollover Solution!

Ready to Get Rolling? Your Managed Rollover Solution account is just a few steps away!

Already Unified Trust retirement plan participant? 

  1. Click Account Access
  2. Login to your Plan Participant Account
  3. Select Rollover Options in the menu
  4. Let the Rollover Wizard walk you through your options and account setup

If you do not have a retirement plan account already or you simply prefer to talk to a Customer Care Representative, simply call 866-680-7000 and ask to speak to one of our Rollover Specialists!

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Learn More

Want to know more? Watch a short video guide to the Unified Trust Managed Rollover Solution.