— Justin Morgan to Lead Firm’s New Business Unit —
LEXINGTON, Ky.–(BUSINESS WIRE)–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
“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 401(k)
Administrator (QKA), Qualified Plan Financial Consultant (QPFC) and
Accredited Investment Fiduciary® (AIF®). He joined
Unified Trust Company in 2005.
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.
Gregory FCA for Unified Trust Company
Margaret Payne, 610-228-2394