401(K) vs. Roth 401(k): Which Is Best for You?
Founder and CEO, Dr. Gregory Kasten, discusses the difference between the traditional 401(k) and a Roth 401(k).
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
The 5 biggest retirement mistakes people make all the time
Fiduciary Investment Advisor, Karen McIntyre, spoke with Bankrate on the importance of saving for retirement and some mistakes to avoid.
Survey: Americans Think Bitcoin, Stocks Are the Riskiest Investments — Are They Right?
Billy Lanter, Fiduciary Investment Advisor, spoke with GOBankingRates about the survey results for how Americans would spend invest money if given the chance.
4 ways advisors can optimize the value they bring to retirement plan sponsors
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.
Broker-dealers see automation as key to gain business edge
Jason Grantz, Director of Institutional Retirement Consulting, discusses the automation of monitoring funds and how it impacts the work of advisors.
The No. 1 Thing Americans Get Disastrously Wrong About Retirement
Fiduciary Investment Advisor, Angela Coleman, spoke with MarketWatch about that magic number you need to save for retirement.
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 July 09, 2020
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Under the Hood June 11, 2020
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Under the Hood May 20, 2020
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Under the Hood January 30, 2020
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Service Model Monday November 11, 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.