The 401(k) Grab Bag

Every so often we get an opportunity to express our thoughts in a public setting.  Earlier this month, I was fortunate enough to be invited by Chuck Hammond of The 401(k) Study Group to join him on his podcast to answer some questions about Unified Trust, about our philosophies and to discuss some of the recent industry trends.  In this podcast, in addition to talking about us, I went into some detail regarding benchmarking of managed accounts as well as some thoughts regarding fiduciary outsourcing and benefits to advisors.  Here is a link to that podcast: https://soundcloud.com/the-401k-study-group/401k-grab-bag-with-jason-grantz

During the podcast, Chuck references several articles and materials.  Here are the links to each.

http://www.planadviser.com/Benchmarking-Managed-Accounts-Against-Participant-Goals/

https://401kspecialistmag.com/how-401k-advisors-can-effectively-offer-316-services/

As always, we at Unified Trust are appreciative of the opportunity to help Advisors provide the best array of services and consulting to their clients.  Please contact us advisor services at 866-296-6682 and see how we can help you!

About Jason Grantz view all posts

Jason Grantz is an Institutional Retirement Consultant for Unified Trust Company serving the Mid-Atlantic and Northeastern areas of the United States. He is highly specialized in all aspects of retirement plan and pension consulting including plan design, operations, asset management, investments, fiduciary basics and advanced fiduciary plan governance.