Retirement Solutions

We are elite financial professionals working with one of the nation’s top qualified retirement platforms-Unified Trust.

What makes Unified Trust unique?

Five characteristics set Unified Trust Company apart from other qualified plan providers:

One of the Nation’s only Discretionary Trustees—accepting full fiduciary responsibility for the assets of the plans we serve
Open Architecture—unlimited access to investment fund managers at the plan level, unprecedented flexibility and opportunity to plan fiduciaries
Advanced Fiduciary Monitoring—with the Unified Fiduciary Monitoring Index and our Fiduciary Investment Process
100% Revenue Sharing with Full Disclosure—a fee only, fully transparent, revenue neutral approach that avoids even the potential for conflicts of interest
The Unified Success Pathway —and the increased odds of success for plans and participants committed to it

TRUE DISCRETIONARY TRUSTEE

Unified Trust is one of the only discretionary trustees in the country. We accept full discretion and fiduciary responsibility for the assets of your plan.

Company owners and managers often have no idea….

That they are both trustee and fiduciary for their plans
That a Directed Trustee, if employed, usually offers very little protection
That they are personally liable
That lawsuits happen regularly to real people just like them
That the courts can hold them personally liable for mistakes made by others
That there is a solution

The first thing clients typically ask after learning just a little about the legal risks they face in sponsoring a qualified plan is, “How do I change that?” Through typical qualified plan relationships, the answer is often, “You can’t” Unified Trust, however, redefines the relationship between employer and plan trustee specifically with liability considerations in mind.

Let us, as elite advisors, meet with you to fully describe all the features and benefits of the Unified Trust Platform for your companies 401k.

CONFIDENTIALITY NOTICE The information herein has been obtained from sources which we believe to reliable but we do not guarantee its accuracy or completeness. Material provided is for information purposes only and does not constitute advice or recommendations or a solicitation of any offer to buy or sell any security which may be referenced herein. All opinions are those of the authors of the publications as of the date issued and are subject to change. Newsletter content is written by independent journalists and not by Preferred Benefits Company, LLC. Investing involves risk and there can be no assurance that any specific investment is either suitable or will be profitable for your portfolio. Consult your financial professional and other tax and legal advisors with regard to your specific situation. Preferred Benefits Company, LLC transacts business in states where it is properly registered or is excluded or exempted from registration requirements.

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Securities offered through Michigan Securities Inc. Member FINRA/SIPC 800-403-2726