A collection of resources to help you on your financial journey.
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.
"To make meaningful change in this industry, we need to put the needs of the participant first and help them achieve retirement success," says Monika Hubbard, Institutional Retirement Consultant. In this article, Monika discusses the 4 ways to help 401(k) plan participants get the right plan to thrive and achieve a successful retirement.
Monika Hubbard, Institutional Retirement Consultant, spoke with U.S. News & World Report about looking at the big picture when managing your 401(k) in a recession.
With all the 401(k) rollover options available, it's hard to know what's best for your money. Senior Retirement Plan Consultant, Diana Jordan, spoke with PLANADVISER about Unified Trust's Managed Rollover Solution and the new Rollover Wizard.
Fiduciary Investment Advisor, Billy Lanter, discusses some limitations to the "Mega Backdoor Roth" and describes which type of taxpayer might be best suited to take advantage of this strategy.
Tennessee-based Newport Utilities recognized for delivering an outstanding retirement plan benefit to employees.
Fiduciary Investment Advisor, Angela Coleman spoke with Financial Advisor about estate planning and the importance of including family members throughout the process.
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.
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.