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.
Choosing a retirement account that is right for you is imperative, and as Jason Grantz, Director of Institutional Retirement Consulting, told Ellie Ismailidou of MarketWatch, diversification could be one option.
The SECURE Act was passed at the end of 2019 and is the most significant piece of retirement legislation in more than a decade. Dr. Gregory Kasten, Founder and CEO, discusses the importance of a company savings retirement plan and how the SECURE Act provides valuable encouragement both to employers and employees in several ways.
Abby Vaughn, Business Development Director, received the Volunteer of the Year Award given by Commerce Lexington. This award is presented annually to the person who best demonstrates the volunteer spirit, in both their participation and the effectiveness and outcome of their effort. We're proud to have Abby on our team!
Retirement plan committee members assume a significant responsibility, and as Diana Jordan, Senior Retirement Plan Consultant, told PLANSPONSOR’s Lee Barney, proper education and training help position them for success.
Unified Trust Company, N.A. has named Philip Gould, as the new Institutional Retirement Consultant for their Retirement Plan Consulting Group, a division of Unified Trust.
Unified Trust Company, N.A. has named Craig Mazzini, as the new Institutional Retirement Consultant for their Retirement Plan Consulting Group, a division of Unified Trust.
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.