Read more. In an effort to help people make the most of their retirement funds, Kentucky-based Unified Trust has come up with a rollover solution that assists workers with moving their 401 (k) plans into IRAs when they leave their current employer, are terminated from their job or reach retirement age. Whether you're an individual, financial professional, or employer, you can easily log in and access your account here. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Several Forms are available for you to download and return to the Fund Office by mail at the Oriskany address below or Fax to (315) 797-9664. The following addresses have been detected on the 401k submissions: USA Mailing Address. 2353 Alexandria Dr STE 100. United Trust Bank is an FDIC insured and nationally chartered bank and a VA Approved Lender, with a mission to provide home loans and deposit accounts to our communities. The truth is that many plan sponsors arent very educated on the topic, Avent says. Some brokerage companies say they wont allow their brokers to give 401(k) rollover recommendations because they dont want the hassle of complying with the fiduciary rule. 315-797-9600 (Oriskany) All examples are hypothetical and are for illustrative purposes. We have the tools to assist you in all of your banking needs. The fiduciary regulations will make it harder for advisers to work in the plan rollover market. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. These partnerships allow us to offer our exceptional program to our members. Those plans might have high fees, for example, or may not be the best investments for the persons age or retirement goals. By simply spreading the word about us, you will help us. If you found the data here useful, PLEASE HELP US. If you select Public/Shared, you will need to have previously set-up your public profile after successfully logging in through a Private/Trusted Computer. 50 Hurt Plaza, Suite 1050 WEALTH PRESERVATION STRATEGY TARGET RISK GROWTH COLLECTIVE INVESTMENT FUND, UNIFIED TRUST COMPANY, N.A. has sponsored the creation of one or more 401k plans. A 401(k) plan is an employer sponsored plan that allows its employees to save and invest with pre-tax dollars. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Once your account is confirmed, you may use your preferred method for future login. It is a scary thing, he says. We develop and deliver the most innovative solutions for retirement plans and IRAs while supporting the financial professionals that serve them, all with one goal in mind: To help investors achieve a secure and successful retirement. I think it is going to muddy the waters a little bit. 716-631-8777 (Buffalo) We specialize in assisting veterans and homeowners across the country pay off their debt, lower their interest rates . Login - Unified Group Services Members Login Your online account provides you with greater access to your benefits 24 hours a day, seven days a week. It will cause people who still cant act in the best interest of their clients to call themselves a fiduciary. Therefore, if you want to send us sensitive or personal information, please limit your first message to us to a request for a secure email. She shares her plans for the role and the biggest challenges for HR in 2023. JavaScript is required for this calculator. You may also call Kristin Owen, 1-800-959-9497, Ext. Unified Trust makes sure people arent taking on too much risk or trying to keep up with the markets. The product is designed to address the needs of the entire marketplace and will allow us to make a real impact for all retirement savers, so they can make more informed 401(k) rollover decisions.. No Reproduction Without Prior Authorizations. [EIN = 611256314]. We do not guarantee the accuracy of prices reflected nor do these prices represent levels at which securities can be bought or sold. Thanks for helping, Copyright Market Footprint Ltd It will only take a few seconds of your time. In an effort to help people make the most of their retirement funds, Kentucky-based Unified Trust has come up with a rollover solution that assists workers with moving their 401(k) plans into IRAs when they leave their current employer, are terminated from their job or reach retirement age. Documents in Portable Document Format (PDF) require Adobe Acrobat Reader 5.0 or higher to view,download Adobe Acrobat Reader. Whether you are an investor, a plan sponsor or the professionals that serve them, if you are looking to improve retirement plan results, look no further. Here's how. UNIFIED TRUST COMPANY, N.A. WEALTH PRESERVATION STRATEGY TARGET RISK MODERATE COLLECTIVE INVESTMENT FUND, UNIFIED TRUST, N.A. Login Unified Products and Services, Inc. -Effective 1/1/23 Learn More! Thats why it has launched its Rollover Wizard, said to offer tailored education for those facing the rollover process. NA RESTATED MANAGED BALANCED ACCOUNT (60 40 ASSET ALLOCATION FUND) 2016-01-01: 2014-01-01: 007: UNIFIED TRUST COMPANY, NA MID CAP BLEND ENHANCED INDEX: Login | Unified Trust Username Password Sign In Forgot password? "Unified Trust has nearly a decade of experience with digital advice, beginning with our defined contribution managed account solution, the UnifiedPlan. Market prices and values for securities are obtained from sources believed to be reliable but are not guaranteed. This means there is a possibility that the information you include in the message can be intercepted. Several Forms are available for you to download and return to the Fund Office by mail at the Oriskany address belowor Fax to(315) 797-9664. Online services are offered electronically in a secure and confidential environment. Go Paperless - Receive Electronic Notification of Claims Payment. He adds, At least folks who are not acting in their best interest now cant call themselves a fiduciary. All examples are hypothetical and are for illustrative purposes. Transaction requests received after 4PM ET on Friday, February 17th will be processed on Tuesday, February 21st. New DCIIA research put together in concert with a large group of retirement industry service providers highlights the crucial role Seventy-eight percent of missing participant account holders are employedmeaning they could have a new retirement plan to which they could 702 King Farm Boulevard, Suite 400, Rockville, MD 20850 / +1 212-944-4455 /. The Local One 401K Plan retains a third party administrator, Unified Trust Company as a record keeper for participant accounts. They cant hide under that. Login Existing Platform Please use this login if your plan: Has not yet transitioned to the new enhanced platform (plans will be notified before they are upgraded) If you have any questions, please call 1-800-548-2994. We offer investors and the advisors who serve them a superior online experience designed to maximize investment choices and connect with lost funds. Second, many employers provide matching contributions to your 401(k) account. WTW Launches Its First Pooled Employer Plan, Aon Builds PEP Business With Four New Positions, SS&C Hires Nelson From Tata Consultancy as Retirement Business COO. Adzuna, a job search engine, looked at 17.9 million U.S. jobs advertised on their site, ranking which roles saw the highest salary increases in the last year. 2023 Unified Enterprises Corp. All rights reserved. We are a start-up and believe in making information freely available. 716-631-3202 (Fax) We Are UNIFIED! Looking for a way to save money through a short or intermediate investment option? If you are using Internet Explorer, you may need to select to 'Allow Blocked Content' to view this calculator. Suite 102 Copyright 2021 by IPX Retirement | Privacy Policy | Terms of Use | Website by GSMMarketing, Designed from the ground up to improve investor outcomes. But in fact they do share a common trait: all are, or were, neurodivergent. A 401(k) can be one of your best tools for creating a secure retirement. Within a GBA sponsored 401(k) plan, each adopting employer has a fully customizable plan document that allows for tailored provisions like the matching status, Roth features, loan provisions, etc. Massive amounts of visual information can be leveraged to lower risk and workers' comp costs, as well as build a culture of caring. 401k Sponsoring company profile UNIFIED TRUST COMPANY, N.A. SECURE 2.0 Webinar Series: The Law Passed. . As we continue to evolve our digital offerings and proactively seek innovative ways to support retirement savers, the Rollover Wizard is a particularly exciting development," says Michael . The Standard & Poor's 500 (S&P 500) for the 10 years ending December 31 st 2021, had an annual . First, all contributions and earnings to your 401(k) are tax-deferred. If you select Public/Shared, you will need to have previously set-up your public profile after successfully logging in through a Private/Trusted Computer. Unified Group Services, Inc. | All content on this site is copyrighted by Healthx. IMPORTANT MESSAGE: The New York Stock Exchange will be closed on Monday, January 16th in observance of Martin Luther King, Jr. Day. For questions regarding your UnifiedGrp.com account, please contact support@UnifiedGrp.com. The firm's Managed Rollover Solution determines . IPX Retirement offers the only recordkeeping platform for non-profit and governmental plans with access to different investment options, including . Rolling over a 401(k) is just as difficult as navigating the complexities in retirement planning, according to Unified Trust, a bank trust company and fiduciary. window.cookieconsent_options = {"message":"This website uses cookies for social media and advertising purposes","dismiss":"Got it! We are a start-up and believe in making information freely available. For Investment Options: The Local One 401k Plan also retains Paradigm Consulting to assist members in understanding the investment options available under the Plan. While Rollover Wizard was created for current Unified Trust plan participants, individual savers and external retirement plan participants can utilize the Managed Rollover Solution. We partner with plan advisors, third-party administrators, and investment providers to design the right solution for your retirement plan clients. The Georgia Bankers Association, through GBA Retirement Services, Inc., began providing pension and profit sharing retirement plans to its members in the early 1970s and added the popular Section 401 (k) Plans in 1987. View them now >> Financial Calculators: Plan, estimate and explore your financial opportunities. To log on using a Private/Trusted computer, the computer must be registered through the confirmation process. The. The first time you log in to your account, you will be required to set up multi-factor authentication. 170 Lawrence Bell Drive Now What? Under the rule, recommending a rollover is a prohibited transaction because the adviser recommending the rollover might benefit from the transaction. Access and manage your low-cost, open architecture 401(k) plan from LT Trust. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues. What can employers do to help keep their former employees on track for retirement? He recommends hiring a fiduciary to work with plan participants and let them know what their options are. Thank you for your interest in joining the Fillmore Unified family. Log In to 401(k), 403(b), or 457 Account (Most Common) Log In to Investment Annuity Account, Profit Sharing Plan, or Money Purchase Plan Accounts LT Trust. They need to care about their employees and offer education, Avent says. You only pay taxes on contributions and earnings when the money is withdrawn. Our superior, Transfer, Exchange, Rollover (TER) Service. WEALTH PRESERVATION STRATEGY TARGET RISK CONSERVATIVE COLLECTIVE INVESTMENT FUND, UNIFIED TRUST COMPANY NA STABLE VALUE GROUP TRUST, UNIFIED TRUST COMPANY, N.A. This calculator assumes that your return is compounded annually and your deposits are made monthly. For reprint and licensing requests for this article. Login Self Directed Brokerage Fidelity Login Questions? 315-793-1182 (Fax) The Standard & Poor's 500 (S&P 500) for the 10 years ending December 31 st 2021, had an annual . 315-432-1222 (Syracuse) Backing retirement plan professionals with modern solutions to common problems. WEALTH PRESERVATION STRATEGY TARGET RISK MODERATE COLLECTIVE INVESTMENT FUND, BLACK KNIGHT ASSET MANAGEMENT, LLC STABLE VALUE COLLECTIVE INVESTMENT FUND, UNIFIED TRUST COMPANY, N.A. The New York Stock Exchange will be closed on Monday, February 20th in observance of Presidents Day. Employers are increasingly looking at a truncated workweek as a way to recruit employees and maintain healthy work-life balance. Access My Account Plan Participant Plan Sponsor Plan Advisors TPAs Wealth Management Clients Copyright United Trust Bank. To log on using a Private/Trusted computer, the computer must be registered through the confirmation process. . Download our mobile app! ","learnMore":"More info","link":"http://www.datalog.co.uk/cookiepolicy.php","theme":"light-bottom"}; The following addresses have been detected on the 401k submissions: Please use the share buttons. If you are a current participant of the GBA 401(k) or Profit Sharing Plan, please log on to Unified Trust's participant site to view your account at www . Contact Number: (02) 998-0991, (0919) 081-5158, (0917) 783-1922, (0933) 995-2860 The actual rate of return is largely dependent on the types of investments you select. Amy Halliburton recently joined the insurance company as their new chief human resource officer. Retirement Account Access At American Trust, clients are able to view their accounts twenty-four hours a day, seven days a week. Can I afford it >> Personal Checking: Offering account variety so you can find that one that best suits you. Oriskany, NY 13424 The rule bothers Avent because there are so many more pages of regulation dealing with how to get around the regulation than there are informing advisers how they should treat clients and act in their best interest. 2010 Innovest Systems, LLC|all rights reserved. Banks of all sizes, particularly community banks, are offered an affordable way to establish and maintain a retirement plan of . 8hrs/day (7:30am to 4:30pm) Welcome to the Fillmore Unified School District! The actual rate of return is largely dependent on the types of investments you select. buffalo@ufcwone.org, Benefit Fund Contact Information and Support, Pharmacy Benefits/Mail Order/Diabetic Supplies, EMAP (Employee Member Assistance Program), UFCW Local One Summary Annual Report 401k Savings Plan 2020, UFCW International Charity Foundation Scholarship. They are operating under a suitability standard, which is a lower standard.. Compare>> It provides you with two important advantages. More information about the rollover tools can be found here. The combined result is a retirement savings plan you cannot afford to pass up. Unified Bank Personal Business About Us Banking Borrowing Apply Online Resources Sign-In Check Out Our Newest CD Rates! Plan Distribution Behavior Dictated By Plan Design, Insights on Retirement Plan Stranded Accounts, Financial Wellness a Key to Retirement Preparedness. JavaScript is required for this calculator. For your protection, we remember the computers you normally use to access your account. 401k Lookup VAT Lookup S1, The information provided on this website is not advice, endorsement or recommendation, UNIFIED TRUST COMPANY, N.A. . First, all contributions and earnings to your 401(k) are tax-deferred. We are fully committed to exceptional service and value. You can also login by visiting American Trust and selecting Account Access. Forgot password? . Email this Business. Our experienced specialists can help, no matter what kind of plan you serve. Company Name: UNIFIED TRUST COMPANY, N.A. Want to get more work done in less time? 2353 ALEXANDRIA DRIVE, SUITE 100. Sponsor company name is same but Employer Identity Number changed from. Unified Group Services 3131 E. 67 th Street Anderson, IN 46013. Unauthorized access is prohibited. "Americans need strategic. Your online account provides you with greater access to your benefits 24 hours a day, seven days a week. Jon Cohen, CEO of Talkspace, discusses the efficacy of text therapy in the healthcare world. If you found the data here useful, PLEASE HELP US. Unified Trust says it has seen a common theme with rollovers. GBA Retirement Services partners with Unified Trust Company as our Investment Manager and Record Keeper. Atlanta, Georgia 30303. For more information about these financial calculators please visit: Dinkytown.net Financial Calculators from KJE Computer Solutions, Inc. Information and interactive calculators are made available to you only as self-help tools for your independent use and are not intended to provide investment or tax advice. Buffalo, NY 14221 Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. All Rights Reserved. Contact us Datalog Company Directory Vision: Each Fillmore Unified School District student is recognized and valued, inspired to be a life-long learner and prepared to . We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues. We offer force-out IRA solutions for any plan, modern recordkeeping for non-profit plans, and trust and custodial services. They have other responsibilities that take precedence over worrying about benefits. These partnerships allow us to offer our exceptional program to our members. It provides you with two important advantages. ufcwone@ufcwone.org, Buffalo Office Please click here to login: SPONSOR LOGIN PARTICIPANT LOGIN We recommend bookmarking the above link (s) to access your account in the future. Employer identification number (EIN): 277085274. In 2016, the company introduced its Managed Rollover Solution, offering personalized rollover solutions exclusive to situation, goals and time horizon. With the digital Rollover Wizard, participants can see all rollover options available, says the company. WEALTH PRESERVATION STRATEGY TARGET RISK GROWTH COLLECTIVE INVESTMENT FUND, UNIFIED TRUST COMPANY, NA RESTATED MANAGED BALANCED ACCOUNT (60 40 ASSET ALLOCATION FUND), UNIFIED TRUST COMPANY, NA MID CAP BLEND ENHANCED INDEX, UNIFIED TRUST COMPANY, NA LARGE CAP GROWTH EQUITY, UNIFIED TRUST COMPANY, N.A. We connect investors with superior retirement plan options and forgotten 401(k)s. We reduce costs and simplify plan administration, especially for non-profit plans. One of the most overlooked 401k hacks is the ability to make voluntary after-tax contributions to your 401k above the $18,500 limit (2018) and receive TAX-FREE growth on said contributions. Remote job search site FlexJobs compared their database to Comparably's list of "Happiest Employees in 2022", and the results are in. Corporate actions and capital changes (such as stock splits, spin-offs, and exchanges) may also affect market values and may not be reflected at the time you are viewing portfolio information. GBA Retirement Services works closely with Plan Sponsors to build a 401(k) plan that best fits the needs of your participants. Its really an industry problem. Individual data is prepopulated into the tool, says Unified Trust, and participants can also add any supplementary information, including outside savings and assets, personal risk tolerance, and more. It will only take a few seconds of your time. Your account has been upgraded to the enhanced platform. CONTACT INFO Address: #1520 JR Building, Quezon Ave., South Triangle, Quezon City Contact Number: (02) 998-0991, (0919) 081-5158, (0917) 783-1922, (0933) 995-2860 Email: contactus@unified.ph OTHER LINKS Help About Us Privacy Policy Terms and Conditions ADS 401K Documents, Forms & Notices. Many people who try to figure out what to do with their money after they leave a company or retire get sucked into retirement options that may not be in their best interest, Avent says. KY. 40504. 401k Lookup VAT Lookup S3, The information provided on this website is not advice, endorsement or recommendation, UNIFIED TRUST, N.A. American Trust, a subsidiary of EdgeCo Holdings, L.P., acquired Unified Trust Company, N.A., a national retirement plan provider and fiduciary, in October 2020. 5911 Airport Road On the face of it, Steve Jobs, James Joyce and Billie Eilish don't appear to have much in common. A 401(k) can be one of your best tools for creating a secure retirement. To ease plan oversight, our experts collaborate with your consultants to place multiple investment providers and plan vendors on to one recordkeeping platform Investment Provider Xchange . [EIN = 277085274]. Unfortunately, the rollover market is ripe for some good sales folks who can sell products that may not be in the best interest of the participant, he says. Unified Trust has nearly a decade of experience with digital advice, beginning with our defined contribution managed account solution, the UnifiedPlan. They have other responsibilities that take precedence over worrying about benefits American Trust, Trust... The New York Stock Exchange will be closed on Monday, February in... Right Solution for your protection, we remember the computers you normally use access! Services works closely with plan advisors, third-party administrators, and Trust and selecting account access at Trust! Trust, clients are able to view this calculator assumes that your return is compounded annually and your deposits made! Market prices and values for securities are obtained from sources believed to be reliable but are not guaranteed clients... Lower their interest rates plan from LT Trust confirmed, you may need to care about their and... Joining the Fillmore UNIFIED School District higher to view their accounts twenty-four hours a,! Let them know what their options are Identity Number changed from common theme with rollovers company... May also call Kristin Owen, 1-800-959-9497, Ext low-cost, open architecture 401 ( k can! Your public profile after successfully logging in through a Private/Trusted computer, the company February 21st Financial a... On this website is not advice, beginning with our defined contribution Managed Solution! Notification of Claims Payment Trust says it has seen a common theme with rollovers worrying benefits... In 2023 you to seek personalized advice from qualified professionals regarding all personal finance issues twenty-four hours a day seven... The computers you normally use to access your account once your account, you will need select. You for your retirement plan of TPAs wealth Management clients Copyright United Trust Bank Stranded,. Therapy in the healthcare world largely dependent on the types of investments you select Public/Shared, you will us. Investment choices and connect with lost funds and selecting account access at American and. Investment Manager and record keeper for participant accounts the adviser recommending the might... 5.0 or higher to view this calculator of their clients to call a... Possibility that the information provided on this site is copyrighted by Healthx offered electronically in secure. Act in the plan rollover market a secure retirement using Internet Explorer you. In fact they do share a common trait: all are, or were unified trust 401k login! Arent very educated on the types of investments you select Public/Shared, you need. Has seen a common trait: all are, or were, neurodivergent truth is that plan... Values for securities are obtained from sources believed to be reliable but are not acting in their interest! Homeowners across the country pay off their debt, lower their interest rates ipx retirement offers only... Only pay taxes on contributions and earnings to your account, you will help.... The information you include in the best interest now cant call themselves a to! Combined result is a possibility that the information provided on this website is not advice endorsement! The enhanced platform, Copyright market Footprint Ltd it will only take a few seconds of your banking.. Sponsored the creation of one or more 401k plans less time a 401 ( k are. Fiduciary to work with plan sponsors arent very educated on the topic Avent. Plan, modern recordkeeping for non-profit plans, and investment providers to design the right Solution for protection! ( Oriskany ) all examples are hypothetical and are for illustrative purposes we offer and..., beginning with our defined contribution Managed account Solution, the computer must be registered the. Their debt, lower their interest rates have high fees unified trust 401k login for example, or may not be best! Who are not guaranteed if you found the data here useful, PLEASE help us, for,... Behavior Dictated by plan design, Insights on retirement plan of to our.! All of your banking needs largely dependent on the topic, Avent says healthy work-life balance retirement Services closely! Transaction requests received after 4PM ET on Friday, February 20th in observance of Presidents day investors and advisors... Prohibited transaction because the adviser recommending the rollover tools can be intercepted the topic Avent. Work in the plan rollover market the biggest challenges for HR in 2023 for?... 401K plan retains a third party administrator, UNIFIED Trust company, N.A professionals regarding all finance. Their former employees on track for retirement earnings when the money is withdrawn, many employers provide matching contributions your... Discusses the efficacy of text therapy in the best investments for the role and the biggest challenges for in... Shares her plans for the role and the advisors who serve them a superior online designed. Be found here best tools for creating a secure retirement persons age retirement! Their former employees on track for retirement governmental plans with access to your 401 ( k ).! Rollover market works closely with plan participants and let them know what options. Has been upgraded to the enhanced platform Services, Inc. | all Content on this site is copyrighted by.. All are, or were, neurodivergent to call themselves a fiduciary login by American... In less time up multi-factor authentication Learn more trying to keep up with the markets them a superior experience! Your protection, we remember the computers you normally use to access your account is confirmed, you be! Exchange will be closed on Monday, February 21st benefit from the transaction closed on,... Be found here will be processed on Tuesday, February 17th will be closed on Monday, 21st... 8Hrs/Day ( 7:30am to 4:30pm ) Welcome to the enhanced platform employers do to help keep their employees... To recruit employees and maintain a retirement plan clients think it is going to muddy the waters a little.... Value Group Trust, clients are able to view, download Adobe Acrobat.... This calculator online Resources Sign-In Check Out our Newest CD rates plan clients with our defined contribution account... Have been detected on the topic, Avent says all contributions and earnings to your benefits hours... Adds, at least folks who are not guaranteed RISK MODERATE COLLECTIVE investment,! Keep their former employees on track for retirement their accounts twenty-four hours a day seven. Is compounded annually and your deposits are made monthly our members increasingly looking at truncated. Plan participants and let them know what their options are normally use to access your account is confirmed you... Particularly community banks, are offered an affordable way to establish and maintain a plan. Financial Calculators: plan, estimate and explore your Financial opportunities in a retirement... The Fillmore UNIFIED family investors and the advisors who serve them a superior online designed!, offering personalized rollover solutions exclusive to situation, goals and time horizon Services are offered in... Retains a third party administrator, UNIFIED Trust company NA STABLE VALUE Group Trust,.. First, all contributions and earnings to your 401 ( k ) plan that best fits the of... Exclusive to situation, goals and time horizon with lost funds do these prices represent at! The needs of your best tools for creating a secure retirement your banking needs its Managed Solution. Document Format ( PDF ) require Adobe Acrobat Reader 5.0 or higher to view, download Adobe Acrobat 5.0... Much RISK or trying to keep up with the digital rollover Wizard, said offer! Prohibited transaction because the adviser recommending the rollover process Transfer, Exchange, rollover ( TER Service... Offering personalized rollover solutions exclusive to situation, goals and time horizon with pre-tax dollars the tools assist!, we remember the computers you normally use to access your account, you will be closed on,. Plan Distribution Behavior Dictated by plan design, Insights on retirement plan Stranded accounts, Financial Wellness a Key retirement. Sponsored the creation of one or more 401k plans other responsibilities that take precedence over worrying about benefits are! Conservative COLLECTIVE investment FUND, UNIFIED Trust, UNIFIED Trust, N.A the transaction company as New! Offering personalized rollover solutions exclusive to situation, goals and time horizon high. Higher to view this calculator assumes that your return is compounded annually and your deposits are made monthly remember computers. From sources believed to be reliable but are not acting in their interest... Profile UNIFIED Trust, clients are able to view their accounts twenty-four a... Have been detected on the topic, Avent says your 401 ( k can. Has launched its rollover Wizard, said to offer our exceptional program to our.! Providers to design the right Solution for your protection, we remember the computers you normally use to access account... Word about us banking Borrowing Apply online Resources Sign-In Check Out our Newest CD rates are. A week not guaranteed Trust and custodial Services says the company to offer our exceptional program to members! And values for securities are obtained from sources believed to be reliable but are not guaranteed Wizard. Said to offer tailored education for those facing the rollover might benefit from the transaction as way! To your 401 ( k ) plan is an employer sponsored plan that best fits needs... Collective investment FUND, UNIFIED Trust company, N.A the tools to you. ; & gt ; Financial Calculators: plan, estimate and explore your Financial opportunities questions regarding your account... For any plan, modern recordkeeping for non-profit and governmental plans with access to your account confirmed! And your deposits are made monthly fiduciary to work with plan sponsors to build a 401 ( k are... Responsibilities that take precedence over worrying about benefits as our investment Manager and record keeper 20th observance... Best investments for the persons age or retirement goals design the right Solution your! A retirement savings plan you serve will cause people who still cant act the...