Don't Forget the Tax Side of Wealth Transfer Planning
Fiduciary Investment Advisor, Angela Coleman spoke with Financial Advisor about estate planning and the importance of including family members throughout the process.
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
401k Plan Sponsors Are Asking For These Employee Educational Topics
Brett Trusty, Retirement Plan Services Manager, highlights some financial wellness topics advisors may consider incorporating outside of just retirement savings.
401(k)s Have Made Significant Progress in Improving Participant Outcomes
In honor of National Employee Benefits Day, Jason Grantz, Director of Institutional Retirement Consulting, discusses the progress made in the 401(k) industry and the future focus.
Trump's Tax Reform Has Some Taxpayers Suffering From Sticker Shock
President Trump's tax reform may have fattened paychecks, but many taxpayers may be shocked by inadequate withholdings at filing time. Karen McIntyre, Fiduciary Investment Advisor, highlights some of the new challenges high net worth individuals might face when filing taxes this year.
Should You Use a Loan to Pay Your Tax Bill?
"If you owe money in taxes and find yourself short on cash, don't panic," says Billy Lanter, fiduciary investment advisor. In this article, Billy discusses the several options available when you need to pay off that tax bill.
This is how much 8 different emergencies may cost you — and you probably can’t afford them
Patrick Meyer, Director of Client Services for Wealth Management, spoke with MarketWatch about how to prepare for unexpected expenses.
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 February 28, 2020
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Under the Hood January 30, 2020
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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.