Diana Jordan, Senior Retirement Plan Consultant, spoke with PLANSPONSOR on steps plan sponsors should take when accepting a rollover.
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.
Founder and CEO, Dr. Gregory Kasten, discusses the difference between the traditional 401(k) and a Roth 401(k).
Fiduciary Investment Advisor, Karen McIntyre, spoke with Bankrate on the importance of saving for retirement and some mistakes to avoid.
Billy Lanter, Fiduciary Investment Advisor, spoke with GOBankingRates about the survey results for how Americans would spend invest money if given the chance.
In this article, Jason Grantz, Director of Institutional Retirement Consulting, discusses how a major disconnect can occur in how plans operate versus what the law requires, creating an opportunity for advisors to add value.
Jason Grantz, Director of Institutional Retirement Consulting, discusses the automation of monitoring funds and how it impacts the work of advisors.
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
Throughout the years there have been many changes to retirement plan offerings, plan design, plan investment menus, web technology and employee education materials.
Whether or not the rule takes effect as-is or in some changed form, the rule has already made a major impact.
People have that “what if” moment, realizing that if only they had started planning for retirement when they were 20, it could have made a much larger impact on their financial security as they near retirement.