NAVIGATING THE NEW ERA OF 401K POOLED EMPLOYER PLANS EVENT

Reduced Fiduciary Burden: Core fiduciary responsibilities are delegated to qualified professionals under ERISA-defined roles, helping limit employer exposure.

Transparent, Lower Costs: Pooled pricing, institutional investment options, and the elimination of revenue-sharing help maximize participant outcomes.

Full-Service Administration: End-to-end plan management, from compliance to participant education, is handled by experienced providers.

Scalable Design: Employers gain access to plan features and investment resources typically reserved for large-market plans.

With Unity 401k, business owners can focus on running their company while offering employees a high-quality retirement benefit with greater confidence in the plan’s oversight, structure, and long-term value

2026 Unity 401k Event RSVP Form
RSVP - Indy Event April 16th
RSVP - Tampa Event April 22nd