LEXINGTON, Ky.--(BUSINESS WIRE)--Unified Trust Company (“Unified Trust”) has made its MetLife Unified Trust Stable Value Fund (“Fund”) available in the defined contribution investment-only (DCIO) space. The Fund boasts a 20-year track record and offers low volatility and intermediate bond-like returns. Unified Trust is a national bank trust company and fiduciary that serves individual, institutional and retirement plan investors with a mix of digital and traditional advice.
Stable value funds have steadily increased market share in defined contribution plans as more retirement plan investors seek less volatile investment strategies. According to the Stable Value Investment Association, a leading nonprofit organization, more than $800 billion in retirement assets are invested in stable value assets. The MetLife Unified Trust Stable Value Fund has a strong historical return relative to its peer group and a competitive credit rate, offering a compelling investment option for growth-minded retirement investors.
“We have observed significant market volatility year-to-date, and retirement investors are increasingly seeking opportunities to minimize volatility’s impact while still achieving strong returns,” said Christina Crawford, AIFA®, Chief Operating Officer of Unified Trust Company. “Stable value funds are playing an increasingly valuable role in defined contribution plans, and we are pleased to expand our Fund’s reach to a larger group of investors.”
Unified Trust was one of the first discretionary trustees in the country. In serving as a fiduciary on the Fund, it provides comprehensive oversight for investors, specifically monitoring Fund performance compared to peers and the blended benchmark, insurance company credit and financial conditions; and reviewing the subadvisors.
Crawford added: “In today’s environment, investors are seeking a partner who they can trust will act in their best interest and provide quality service. We remain committed to serving as a trusted fiduciary for our clients, and we recognize the unparalleled importance of safeguarding our clients’ assets.”
For more information on the MetLife Unified Trust Stable Value Fund or to inquire about trading platforms, please visit https://www.unifiedtrust.com/dcio-stable-value-fund or contact DCIO-CIT@UnifiedTrust.com.
About Unified Trust Company
Unified Trust Company, N.A. (Lexington, Ky., $5 billion in assets under management) is a national bank trust company and discretionary trustee, serving individual, institutional and retirement plan investors. As a fiduciary, the firm is dedicated to helping people achieve successful financial outcomes. It is the first trust company in the U.S. and among the first globally to be certified for fiduciary best practices by the Centre for Fiduciary Excellence.