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Retirement Planning > Retirement Investing

UNIFI Companies Retirement Plans and Morningstar Associates, LLC, Help Plan Sponsors with Fiduciary Investment Requirements

By staff Writer

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UNIFI Companies Retirement Plans, Lincoln, Neb./Cincinnati, Ohio, has announced a program to help retirement plan sponsors fulfill critical fiduciary investment responsibilities.

Portfolio Playbook is an optional program brought to you by UNIFI Companies Retirement Plans that offers plans sponsors assistance when it comes to researching, selecting and monitoring the investment options their plan offers. UNIFI Companies Retirement Plans has selected Morningstar Associates, LLC, a registered investment adviser and wholly owned subsidiary of Morningstar, Inc., to act as an investment adviser for those retirement plans that fully implement Morningstar’s recommendations.

“Relying on Portfolio Playbook and the professionals at Morningstar can be very reassuring to UNIFI Companies Retirement Plans’ plan sponsors,” said Drew Powers, Vice President of UNIFI Companies Retirement Plans. “It provides advice that can assist plan sponsors with their fiduciary investment responsibilities.”

Portfolio Playbook’s key feature is a fund line-up recommended by Morningstar from the alternatives available from UNIFI Companies Retirement Plans fund options. It is designed specifically to meet the characteristics of the plan sponsor’s retirement plan.

Additional benefits include:
oAsset allocation models for plan participants.
oA customized Investment Policy Statement for their plan.
oComprehensive quarterly reports on the investment line-up.
oAnnual evaluation of the plan’s investment line-up using Morningstar’s due-diligence process.
oAssistance with implementing the recommended investment line-up.

“Today’s smaller, competitive businesses understand the important role benefits play in attracting and retaining a quality workforce,” Drew added. “Often, they lack the resources and financial expertise to offer them. Our Portfolio Playbook is a way for those businesses to add a company-sponsored retirement plan to their benefits package for a nominal charge.”

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