Talking About Money Matters With Family at Thanksgiving
Just in time for Thanksgiving, Managing Director of Wealth Management, Kevin Avent, spoke with Next Avenue about discussing money matters with family at Thanksgiving.
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
How to Prioritize IRA and 401(k) Accounts
Angela Coleman, Fiduciary Investment Advisor, discusses the importance of not leaving free money on the table and contributing enough to your employer plan to fully benefit from the employer match
An enjoyable 'mini retirement' requires serious planning
Ready for a break? Thinking of taking a mini retirement? Billy Lanter, Fiduciary Investment Advisor, breaks down the costs and benefits of taking a break from the workforce to enjoy retirement now.
Helping Participants Brace for Market Volatility
Diana Jordan, Senior Retirement Plan Consultant, spoke with PLANADVISER about utilizing managed accounts and model portfolios to help ease concerns with market volatility.
How To Hack Your 401(k)
Fiduciary Investment Advisor, Billy Lanter, spoke with Forbes, highlighting the benefits of a Roth 401(k) versus a Roth IRA.
The No. 1 thing Americans get disastrously wrong about retirement
What's the magic number needed for retirement? Angela Coleman, Fiduciary Investment Advisor, spoke with Moneyish about how to get started saving.
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.