A forum to discuss all issues pertaining to qualified retirement plans; including 401(k), profit sharing, defined contribution, defined benefit and employee benefits. Included will be fiduciary responsibility and liability, ERISA Sections 3(21) and 3(38), Fee Disclosure, fiduciary delegation, discretionary trustees, participant education, plan governance, Defined Goal investing, mutual funds, collective funds (CIFs), ETFs, Asset Allocation Models, Target Date/Risk and glide paths.
Tuesday, July 13, 2010
Unified Trust in HR Magazine
Unified Trust's Founder and Chief Executive, Greg Kasten, is a board certified anesthesiologist. In the mid-1980s, he brought the doctor-patient mindset to the realm of investment management with the purpose of providing high level fiduciary services to individuals and plan participants. He and Unified Trust, were recently featured in an article by HR Magazine, entitled, "A Higher Standard of Care". Click here to view the article.
Labels:
ERISA,
fiduciary,
Unified Trust
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