Program Benefits
Discretionary Trustee Services - As one of the nation's only discretionary trustees we accept full liability for the prudent management of plan assets.
Investment Services - Asset allocation is recognized as the main component of a portfolio's overall return, the CMRT program offers customized asset allocation, periodic rebalancing, and institutional money management to help you reach your goals and fulfill your obligations.
Streamlined Administration - The CMRT provides all the necessary support to keep your pension plan running efficiently and effectively under the provisions of Pennsylvania Acts 205, 600, 120, and 30 while permitting municipal officials to focus on managing their respective municipal governments.
Compliance Oversight - The CMRT will not disturb or alter your current plan design or ordinance provisions. The investment policy statement, customized asset allocation, fiduciary process and actuarial support process will provide municipal offers a due diligence process to allow municipal clients to meet their fiduciary responsibilities.
Access to Information - The CMRT provides 24/7 access to all plan information through a dedicated web site.
Timely Reports - The CMRT prepares and distributes an annual financial accounting report 90 days after the close of the calendar year, completes biennial actuarial valuation reports and provides performance reports quarterly.
Retiree Benefit Payments and Tax Reporting - The CMRT provides all periodic retiree checks and the applicable tax reporting.
Dedicated Customer Service - The CMRT program is supported by an experienced staff of highly qualified professionals, to provide on-site consulting, daily administrative support, toll-free access across the state to answer questions and offer solutions to your pension problems.
Asset Liability Analysis - Based on Plan specific data, United Trust simulates outcomes for the optimal solution to meet the Plan's future financial commitments.
Fiduciary Excellence - Unified Trust has been CEFEX certified by the Centre for Fiduciary Excellence for fiduciary best practices.
