How To Hack Your 401(k)
Fiduciary Investment Advisor, Billy Lanter, spoke with Forbes, highlighting the benefits of a Roth 401(k) versus a Roth IRA.
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
The No. 1 thing Americans get disastrously wrong about retirement
What's the magic number needed for retirement? Angela Coleman, Fiduciary Investment Advisor, spoke with Moneyish about how to get started saving.
#091 Money and Parenting Podcast
Billy Lanter, Fiduciary Investment Advisor, joined George Grombacher on the Money Savage podcast titled "#091 Money and Parenting."
Keeping Up With the Intermediaries
Jason Grantz, Director of Institutional Retirement Consulting, describes the current landscape in the recordkeeping industry and how to stay relevant with the development of apps and digital assets. This article can also be found in the July/August PLANADVISER magazine.
How Advisers Can Expand Their Prospecting Methods
Institutional Retirement Consultant, Monika Hubbard, spoke with Lee Barney at Planadviser about how advisors can distinguish themselves in a very crowded retirement plan marketplace.
Financial Goals: Your Prioritization Guide
Kevin Avent, Managing Director of Wealth Management, stresses the importance of saving for retirement while balancing debt management and helping pay for children's college.
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
- 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
Podcasts
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Under the Hood October 15, 2020
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The Retirement Advisor October 12, 2020
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Under the Hood September 14, 2020
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Under the Hood July 09, 2020
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Under the Hood June 11, 2020
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.