Billy Lanter, Fiduciary Investment Advisor, spoke with GOBankingRates about the survey results for how Americans would spend invest money if given the chance.
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.
In this article, Jason Grantz, Director of Institutional Retirement Consulting, discusses how a major disconnect can occur in how plans operate versus what the law requires, creating an opportunity for advisors to add value.
Jason Grantz, Director of Institutional Retirement Consulting, discusses the automation of monitoring funds and how it impacts the work of advisors.
Fiduciary Investment Advisor, Angela Coleman, spoke with MarketWatch about that magic number you need to save for retirement.
Jason Grantz, Director of Institutional Retirement Consulting, spoke with PLANADVISER about the importance of data when it comes to finding insights into participants.
Want to know how to avoid costly mistakes in your workplace retirement plan? In this article by U.S. News & World Report, you'll learn 7 strategy tips to help avoid these mistakes.
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
It all begins with open and honest communication. I encourage each partner to share any issues or fears they have about managing their finances.
Did you grow up in small community, a close-knit town or (if you can remember it) before the internet was a factor? Back then a word and a handshake were stronger than any contract or service agreement.
You always did what’s right. You never did anything wrong. You are proud to be a lifelong “do bee”. Is this the revenge of the Romper Room “don’t bees”?
To understand the question of how to apply revenue sharing in a 401(k) plan, first we must examine what revenue sharing really is, what form it takes and how it is commonly applied.
This Friday June 9, the DOL Fiduciary Rule—the landmark Obama-era investor protection rule–will go into theoretical effect, with full implementation on Jan. 1, 2018.
Pop Quiz: what three things do you value most in this world? It shouldn’t take long as whatever comes to mind first is probably your truest answer.
As we get closer and closer to the applicability date of the fiduciary rule, the industry is starting to show its cards on how the rule will impact the landscape.
Every twelve months, the award for “Word of the Year” is conferred upon that unique and special assemblage of letters which, in its entirety, best represents “the public discourse and preoccupations of the past year”.
In the sea of sameness set yourself apart and say something different. In an industry full of copycat products and similar solutions (albeit with different color schemes and logos affixed to the top of the proposals and marketing materials) consider offering something uncommon….. real value.
Throughout the years there have been many changes to retirement plan offerings, plan design, plan investment menus, web technology and employee education materials.
Whether or not the rule takes effect as-is or in some changed form, the rule has already made a major impact.
People have that “what if” moment, realizing that if only they had started planning for retirement when they were 20, it could have made a much larger impact on their financial security as they near retirement.