Financial Goals: Your Prioritization Guide
Kevin Avent, Managing Director of Wealth Management, stresses the importance of saving for retirement while balancing debt management and helping pay for children's college.
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
Investment and banking fees could cost you six figures over your lifetime
Fiduciary Investment Advisor, Billy Lanter, offers insight on steps to take to avoid investment and banking fees.
DC Plan Loans Require Diligent Management
Justin Morgan, Managing Director of Plan Administration and Service, spoke with PLANADVISER about offering plan loans and the importance of monitoring at both the individual and plan level.
The DOL Audit: Understanding the spectrum of risk
Jason Grantz, Director of Institutional Retirement Consulting, outlines the three principal areas of concern when evaluating risk.
Retirement Planning: How Much Should I Contribute to an IRA — and How Often?
Patrick Meyer, Director of Wealth Management Client Services, talks about market timing and contributing to an IRA.
10 Years to Retirement? Invest in a Roth IRA Now.
Director of Wealth Management Client Services, Patrick Meyer, discusses Roth IRA Conversions.
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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Under the Hood October 15, 2020
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The Retirement Advisor October 12, 2020
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Under the Hood September 14, 2020
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Under the Hood July 09, 2020
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Under the Hood June 11, 2020
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.