More Information

Articles of Interest
Kasten, Gregory W. "Fiduciary Discretion: A Plan for Improving Outcomes" - Plan Sponsor Magazine, May, 2013.  Click Here

Grantz, Jason E. "Third Party Fiduciaries - Myth and Reality" - January 17, 2013, Unified Trust. Click Here.

Kasten, Gregory W. and Jason E. Grantz.  "Retirement Income - In-Plan vs. Out-of-Plan Solutions, Which Is Better?" - The Journal of Compensation and Benefits, January/February 2013. Click Here

Kasten, Gregory W. "Will the Real Fiduciary Please Stand Up: In Most Court Cases The Plan Sponsor is Left Standing Alone." October 26, 2012 Unified Trust.  Click Here

Grantz, Jason E. and Michael Samford. "Deconstructing the Discretionary Fiduciary Models: ERISA Section 3(38) Investment Managers vs. Discretionary Trustees".  Journal of Pension Benefits, Winter 2011. Click here

Blanchett, David M. and Gregory W. Kasten. "Improving Retirement Succes by Managing the 'Target-Date'". Journal of Pension Benefits, Winter 2011.  Click Here

Blanchett, David M. and Jason E. Grantz.  "Retirement Success: A Surprising Look into the Factors that Drive Positive Outcomes" - The ASPPA Journal, Summer 2011. Click Here

Swisher, Pete. "What the DOL's New 408b-2 Rule Means". January 16, 2010, Unified Trust. Click here

Asset Allocation Optimization Using Downside Risk, February 5, 2007, Unified Trust. Click here



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