The UnifiedPlan from Unified Trust Company, N.A.
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RETIREMENT
SERVICES


ADVISOR
SERVICES
Our exclusive UnifiedPlan
The UnifiedPlan

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Introducing The UnifiedPlan®

The problem with most retirement plans is that participants get caught up in the day-to-day activity of investing and saving and lose sight of the ultimate goal—having enough money to retire comfortably. The UnifiedPlan creates a disciplined long-term process for each participant that can reliably result in a successful retirement.

THE UNIFIEDPLAN: DEFINING A RETIREMENT GOAL

Our approach begins by defining a retirement goal for each participant. We then create a highly personalized plan to improve the likelihood that the participant will reach that goal. Each participant gets a plan that’s unique to his or her situation, goal, current savings and assets, and time horizon.

THE UNIFIEDPLAN: STAYING ON TRACK

Unified Trust reviews the participant's situation each quarter to make sure they stay on track to meet their retirement goal. If changes are needed, we automatically make them.

THE UNIFIEDPLAN: INTELLIGENT DEFAULTS

Because the road to success is paved with good intentions, the UnifiedPlan includes personalized “intelligent defaults” such as savings increases and rebalancing portfolios to guide participants to a successful outcome. In short, all the right things are done for employees automatically unless they opt out.

THE UNIFIEDPLAN: INNOVATIVE OFFERINGS

The UnifiedPlan features a suite of innovative offerings:

Unified Fiduciary Monitoring Index® gives us a balanced, long-term evaluation of each investment relative to its peers, not based on short-term investment results.

Open Architecture and Transparent Fees provide a wide range of investment options, an appropriate level of objectivity, flexibility to all of our clients and no hidden charges.

Our Benefit Policy Statement explains how the plan works, how we govern the plan and how we get you to your goal. And no one else has it.

Qualified Default Investment Alternative (QDIA) means that, as your fiduciary, UnifiedPlan takes full responsibility for your company's retirement plan and provides a seamless way for your employees to receive better outcomes.

For more information on the retirement plan that actually works, call Lee Topley at (866) 296-6682 or email him at lee.topley@unifiedtrust.com.