A Retirement System That Facilitates Success

A Retirement System That Facilitates Success

Unified Trust’s discretionary managed account service, the UnifiedPlan, works like a personal financial planner for each individual. The low cost, automated service delivers and implements professional investment advice in a convenient and increasingly accepted manner. A growing body of data also shows that the approach increases the probabilities of success while decreasing risk. By defining the individual’s goal and measuring the quarterly progress toward that goal, the asset allocation range can be adjusted appropriately. The UnifiedPlan streamlines for its participants the typically laborious task of planning, knowing what to do and then actually doing it.


Unified Trust Company

Unified Trust Company, NA is a national trust company specializing in the management of qualified retirement plans. Unified Trust Company provides an open architecture retirement plan platform and fiduciary consulting through elite, independent advisors. Unified Trust Company serves as a discretionary trustee to their plans and they have adopted the Frost Model for fee transparency.


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Dr. Gregory Kasten
President and CEO, Unified Trust Company
Dr. Gregory W. Kasten serves as Founder, President and CEO of Unified Trust Company. Upon graduating from Southern Illinois University School of Medicine in 1980, he completed an internal medicine internship and anesthesiology residency at the University of Kentucky Medical Center. Greg is also a board certified anesthesiologist. Dr. Kasten received a master of business administration degree with an emphasis on finance and investment management from the University of Kentucky College of Business Graduate School. He was awarded the Accredited Investment Fiduciary AnalystTM designation by the Center for Fiduciary Studies and the Certified Financial PlannerTM designation from the Denver College of Financial Planning. He also holds ASPA's Certified Pension Consultant designation. Greg has published more than sixty papers on financial planning and investment-related topics in various financial and business journals. He authored two editions of the book Retirement Success, and has developed the Unified Fiduciary Monitoring Index, a method of measuring mutual fund and predictive performance from a fiduciary standpoint. Focusing on fiduciary best practices for pension professionals and Federal banking regulators, he has been active on the lecture circuit. Dr. Kasten co-authored the first place winning paper entitled: "Post Modern Portfolio Theory" in 2005 and presented the paper at the Financial Planning Association national meeting. He has more than twenty-five years of investment experience and has been with the Unified Trust since 1985. In January, 2007 Medical Economics listed Dr. Kasten among "The 150 Best Financial Advisors for Doctors." Among the first Investment Advisors to complete the process, CEFEX certified Unified Trust to the Fiduciary Practices for Investment Advisors in 2006.


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