UNIFI Retirement Plans - On Your Team. Toward Your Goal.

HomeAbout UsPlansInvestmentsServicesContact Us

Professional Evaluation | Asset Allocation |

Focus on Quality
High-quality investment options are the heart of a retirement plan. UNIFI Companies Retirement Plans' diversified lineup of investment options has the variety and quality you are looking for.

Investment Choices
We offer a broad range of more than 90 investment choices, representing many nationally prominent fund managers. These represent a full range of asset classes including domestic and foreign stock funds, plus a diversified menu of real estate and bond funds.

Investment Goals

When selecting their personal combination of investment options, plan participants should be guided by their long-term goals and their risk tolerance. Our investments cover the full risk/reward spectrum so plan participants can feel confident knowing that there will be a wide range of investments to meet their needs. Participants can select their own investments or take advantage of the charts and tools we offer to make selection easier. A variety of specialty options are featured:

Asset Allocation Funds
Target Date Retirement Funds
Index Funds
Socially Responsible Funds
Lifestyle Strategy Exchange Traded Funds

Investment Evaluation
Investment options are thoroughly screened and evaluated to determine those that have the potential to deliver long-term performance.

ISES, our Investment Selection Evaluation System, is a rigorous, objective process designed to select a strong lineup to meet the long-term goals of retirement savers.
Research from Morningstar Associates, LLC also contributes to the selection process. They evaluate performance, expenses, investment strategies, and portfolio managers. The selection of investment options is systematic and proactive.

Related Information

Investment Options

Investment Style Box

Life Stages Investing (Target Date Funds)

ETF (Exchange Traded Funds)

UNIFI Companies Retirement Plans is an affiliation of Ameritas Life Insurance Corp. (Ameritas) and The Union Central Life Insurance Company's (Union Central) retirement plans divisions. These companies offer the retirement plans products and services of the UNIFI Companies. Each UNIFI company is solely responsible for its own financial condition and contractual obligations. For more information about UNIFI Companies, visit http://www.unificompanies.com/.

Morningstar Associates, LLC (Morningstar Associates) provides data and tools for use by Ameritas and Union Central and their representatives. Morningstar Associates is acting as an investment adviser with respect to the use of the asset allocation product. Although the data is gathered from reliable sources, Morningstar Associates has no control over the means or methods used to collect the data and cannot guarantee their accuracy, completeness, or timeliness. Morningstar Associates is not affiliated with Ameritas or Union Central.

RP60