Unified Trust Expands Plan Administration Services
LEXINGTON, KY, March 16, 2017 -- Unified Trust Company, a national fiduciary that serves individual investors, business and retirement plan investors, is pleased to announce a new business line focused on plan administration and service, which was previously part of the firm's retirement plan consulting group.
Justin Morgan will serve as Managing Director of Plan Administration and Service, overseeing all aspects of plan administration and recordkeeping operations, as well as providing leadership and strategic direction for the defined contribution line of business.
The new unit was created to advance the client experience through technology-driven enhancements and comprehensive administration services via qualified plan expertise and a values-driven culture.
Morgan's responsibilities include working with managers at Unified Trust Company to maximize the efficiency and effectiveness of plan operation workflows, maintaining the high-quality work that has built the firm's reputation in the industry. With a focus on high-touch service and participant outcomes, Morgan and his team will ensure first-rate client experiences.
"Justin Morgan has a deep understanding of the complex interplay of the plan sponsor's day-to-day needs and the role of the retirement plan advisor. I am confident his administrative group will work collaboratively to help both advisors and plan sponsors, so more employees are on track to retire successfully," says Gregory Kasten, Founder and CEO of Unified Trust Company.
Morgan is a Qualified Pension Administrator (QPA), Qualified 401k Administrator (QKA), Qualified Plan Financial Consultant (QPFC) and Accredited Investment Fiduciary® (AIF®). He joined Unified Trust Company in 2005.
About Unified Trust Company
Unified Trust Company (Lexington, Ky., $4 billion in assets under management) is a national fiduciary, serving individual investors, as well as business and retirement plan investors. Fiduciary responsibility is the firm's number one priority, and they assist with clients' wealth management, retirement and financial planning needs. They are the first trust company (or bank) certified by the Centre for Fiduciary Excellence in the U.S.
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