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

Defined Goal Investing
What is Defined Goal investing?  It's simply putting each and every participant on a path to achieve a better, if not fully successful, retirement outcome.  For most, who are willing and able to save, defined goal investing equals success.  Our firm coined this phrase to describe the theme behind our new service: the unifiedplan®.

Follow this link for more information on "Defined Goal Investing"

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