About Jason Grantz 15 posts published

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.

The Uniform Fiduciary Standard

Myself along with a few others were interviewed last week by LifeHealthPro.com author, Lynn Brackpool Giles.  The topic of discussion on the table was the forthcoming Department of Labor’s (DOL) Conflict of Interest Rule aka ‘The Uniform Fiduciary Standard’.  Some of the main concerns expressed in the article...

What’s a Plan to Do?

“Some sponsors are just starting to think about outcomes, since in the past they thought they needed a retirement plan because that’s part of what it takes to attract employees.  But they had never thought about, ‘Is the plan supposed to do something? And if it is supposed...