Benchmarking Managed Accounts Against Participant Goals
Jason Grantz, Director of Institutional Retirement Consulting at Unified Trust, explains why it's important to measure managed accounts against participant's stated objective.
Resources
A collection of resources to help you on your financial journey.
Financial Resource Center
The Unified Trust Financial Resource Center gives you access to the tools you need to organize your financial life. You will find quick-read articles, comprehensive planning guides, interactive financial tools, animated presentations and much more! The Unified Trust Financial Resource Center provides a single source of financial information for all age groups.
News
Unified Trust takes fiduciary role seriously with 401(k) rollovers
Kevin Avent, Managing Director of Wealth Management at Unified Trust, introduces the Managed Rollover Solution and explains why working with a fiduciary is in your best interest.
How Millennials Are Thinking About Retirement
Fiduciary Investment Advisor at Unified Trust, Angela Coleman, explains how millennials tend to invest.
How to Plan for a Future That's Decades Away
Get competitive and remind yourself of savings goals. Billy Lanter, Fiduciary Investment Advisor at Unified Trust, gives tips on how to plan for your future.
Budgeting in Retirement: Making the Switch from Biweekly to Monthly Income
Patrick Meyer, Director of Wealth Management Client Services, spoke with U.S. News about transitioning your budget for retirement.
Helping Gen X With Financial Wellness
Monika Hubbard, Institutional Retirement Plan Consultant for Unified Trust, discusses the financial challenges that Gen Xers often face and how employer sponsored retirement plans can help overcome those challenges.
Library
In the Unified Trust Library you will find a collection of white papers and articles on a variety of financial issues relevant to today's investor.
- The Real Measure of 401(k) Plan Success
- The UnifiedPlan® Dramatically Increases Retirement Success & Improves Plan Cost/Benefit Structure
- The Actuarial Solution Matrix - Unified Trust
- Using the Cost Benefit Ratio to Measure 401(k) Plan Value
- Why the UnifiedPlan® Is So Effective in Improving Outcomes
- Evaluation of UnifiedPlan®
- ERISA 403(b) Lawsuits
- Comments on the Tibble v. Edison Decision
- Fiduciary Discretion: A Plan for Improving Outcomes
- Third Party Fiduciaries: Myth and Reality
- Will the Real Fiduciary Please Stand Up
- Deconstructing the Discretionary Fiduciary Models - Unified Trust
- Unified Trust is Certified for Fiduciary Excellence
- The Benefit Policy Statement: Designing the Defined Goal
- The Full Fiduciary Standard of Care - Unified Trust
- The Retirement Income Purchase - Unified Trust
- Employee Enrollment Meetings Must Progress - Unified Trust
- Fiduciary Must Be More Effective in Converting the Accumulated 401(k) Into a Reliable Lifetime Income Stream
- Defined Contribution Plans - Unified Trust
Podcasts
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Service Model Monday November 11, 2019
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Service Model Monday November 04, 2019
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Service Model Monday October 28, 2019
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Under The Hood August 30, 2019
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Under the Hood April 30, 2019
Contact Us Today
Whether you have a question you'd like us to answer or a brilliant idea you're ready to share, the team at Unified Trust is here to listen.