UNIFIED TRUST DIGITAL SERVICES

Retirement plan administration doesn’t have to be difficult. With our Digital Services, it's not!

Retirement success is one of the greatest benefits an employer can provide an employee, yet we know it doesn’t come without challenges. Our goal is to make it easy. We offer a modern, intuitive experience with new technology and reporting to make the retirement experience easier and more user-friendly.

YOUR EXPERIENCE

Plan administration made easy.

Managing your plan’s administrative requirements can be cumbersome and can keep you from focusing on running your business. That's where we come in. We make it easy for you and your employees to interact with us through our full suite of online services.

All online features include real-time notifications and on-demand reporting options. These features are included at no additional fee.

  • Welcome to a state-of-the art online enrollment for participants! This interactive and guided experience helps your employees through the decision-making process for enrolling while providing access to required plan information. Click here to tour some of the features of this unique experience.

  • Unified Trust offers a suite of online distribution services. These requests are completely paperless from start to finish. The sponsor review and approval is also fully digital and completely paperless.

    • Loan Requests
    • Terminated Participant Withdrawals
    • Hardship Withdrawals
    • In-Service Withdrawals
  • Offer your employees the ability to make changes on the plan website in lieu of paper forms submitted to you.

    • Contribution Rate Changes
    • Beneficiary Changes
    • Personal Information Changes
  • We offer payroll integration services that allow your provider to send data directly to Unified Trust. This simplifies the payroll process and frees up your time. Click here to learn more and see a list of current payroll providers.

Ready to add these features to your retirement plan?

Contact us today with additional questions you may have and to see which services your plan may be eligible to include.