The DOL Audit: Understanding the spectrum of risk
Jason Grantz, Director of Institutional Retirement Consulting, outlines the three principal areas of concern when evaluating risk.
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
Retirement Planning: How Much Should I Contribute to an IRA — and How Often?
Patrick Meyer, Director of Wealth Management Client Services, talks about market timing and contributing to an IRA.
10 Years to Retirement? Invest in a Roth IRA Now.
Director of Wealth Management Client Services, Patrick Meyer, discusses Roth IRA Conversions.
Replacing Plan Funds
Retirement Investment Consultant, Andrew Windsor, discusses factors to consider in the fund selection process.
Advisors, Sponsors Cutting 401(k) Fees
Mitch Cook, Institutional Retirement Consultant, spoke with Financial Advisor about cutting fees while maintaining quality service for plan sponsors.
Should I take out a loan to pay my debts?
Fiduciary Investment Advisor, Angela Coleman, provides some information on tackling debt.
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
- Determining the True Value of Your Retirement Plan
- The Actuarial Solution Matrix
- 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 is Certified for Fiduciary Excellence
- How Unified Trust Prevents Investment Fraud
- Fiduciary Process Best Practices
- The Benefit Policy Statement: Designing the Defined Goal
- The Full Fiduciary Standard of Care
- The Retirement Income Purchase
- Employee Enrollment Meetings Must Progress
- Fiduciary Must Be More Effective in Converting the Accumulated 401(k) Into a Reliable Lifetime Income Stream
- Defined Contribution Plans
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.