LEXINGTON, Ky.--(BUSINESS WIRE)--Unified Trust Company, a national fiduciary that serves individual investors, business and retirement plan investors, is pleased to announce that Monika Hubbard is featured on the National Association of Plan Advisors’ (NAPA) 100 Top DC Wholesalers List for 2016.
The annual list, which was first published in 2014, aims to highlight the top wholesalers serving the defined contribution market, who NAPA calls “Wingmen.” NAPA members weigh in on the nomination, voting and selection process.
“It is an honor to make this year’s 100 Top DC Wholesalers List. Working with plan advisors to help plan participants achieve retirement success is extremely gratifying. Their success is the real reward, but this accolade is certainly a nice representation of that work,” states Hubbard.
Hubbard, who serves as an Institutional Retirement Consultant at the firm, is an Accredited Investment Fiduciary® (AIF®), Certified Employee Benefit Specialist (CEBS) and PLANSPONSOR Retirement Professional (PRP). She has over 25 years of industry experience, and joined Unified Trust Company in 2012.
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 and only trust company (or bank) certified by the Centre for Fiduciary Excellence in the U.S.
