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Creating customized investment options with unitized managed accounts are rapidly becoming the optimal choice for many sponsors of 401(k) retirement plans. Flexibility of design, control of expenses, and an expanded choice of proven investment performers are the leading reasons for the increasing demand for these alternative investment options.

 

These custom investment options include managed portfolios, fund of funds, life style funds and asset allocated funds that provide new and exciting benefits for plan participants. Offering these choices is efficiently done with a process known as unitization. Unitization makes unique assets look and act like mutual funds so that they can be included in 401(k) and other retirement plans.

 

UNITZXCHANGE is a leading unitization services provider.