Introduction
Unified Trust Company
www.unifiedtrustcompany.comAssets ($MM) by Plan Type | ||||
---|---|---|---|---|
Ranked #54 | $3,358 | |||
401(k) | $3,185 | |||
403(b) | $111 | |||
457 | $27 | |||
NQDC | $0 | |||
All Other | $35 |
Participants by Plan Size | ||||
---|---|---|---|---|
Ranked #56 | 48,074 | |||
<$10MM | 24,520 | |||
$10MM – $50MM | 15,964 | |||
>$50MM – $200MM | 7,590 | |||
>$200MM – $1BMM | 0 | |||
>$1B | 0 |
Service Offerings | |
---|---|
New client restrictions | None |
Multiple service models | No |
Offers corporate trustee services | Yes |
Internal ERISA counsel | 0 |
Will act as §3(16) fiduciary | No |
Participant Services | |
---|---|
Call center hours | Weekdays: 9 a.m. - 5 p.m. ET |
Online chat support | No |
Mobile app | No |
Managed account options | Proprietary offering |
Retirement Income | |
---|---|
Displays retirement income estimate on statements | Yes |
Offers in-plan guaranteed retirement income products | Not reported |
Offers out-of-plan annuity bidding service | Not reported |
Recordkeeping Platform FIS Relius |
---|
*Data has been updated/revised since initial publication in PLANSPONSOR magazine. |