unitzxchange.com unitzxchange.com

unitzxchange.com

unitzxchange.com

UNITZXCHANGE provides innovative, reliable unitization services to corporate retirement plans and similar funds through a fully automated web-based system. UNITZXCHANGE makes unique assets. Look and act act like mutual funds so they can be included in 401(k) and other retirement plans. The UNITZXCHANGE system can unitize company stock either with a liquidity fund or in a manner that keeps unit prices in sync with the underlying stock prices. Types of managed portfolios include:.

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CONTACTS AT UNITZXCHANGE.COM

unitZXchange, Inc.

807 Nort●●●●●●●●d Street

Ale●●●ria , VA, 22304

US

703-●●●●2551
lh●●●●●@benefit-analytics.com

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unitZXchange, Inc.

unitZXchange, Inc.

807 Nort●●●●●●●●d Street

Ale●●●ria , VA, 22304

US

703-●●●●2551
La●●●●●●●@gmail.com

View this contact

unitZXchange, Inc.

unitZXchange, Inc.

807 Nort●●●●●●●●d Street

Ale●●●ria , VA, 22304

US

703-●●●●2551
La●●●●●●●@gmail.com

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UNITZXCHANGE provides innovative, reliable unitization services to corporate retirement plans and similar funds through a fully automated web-based system. UNITZXCHANGE makes unique assets. Look and act act like mutual funds so they can be included in 401(k) and other retirement plans. The UNITZXCHANGE system can unitize company stock either with a liquidity fund or in a manner that keeps unit prices in sync with the underlying stock prices. Types of managed portfolios include:.
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1 like us
2 fund options
3 partners
4 news and resources
5 services
6 benefits and features
7 the unitizing advantage
8 client center
9 unitized fund options
10 company stock funds
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like us,fund options,partners,news and resources,services,benefits and features,the unitizing advantage,client center,unitized fund options,company stock funds,managed portfolios,individual securities,etfs,fund of funds,mission,unitzxchange's mission
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unitzxchange.com | unitzxchange.com Reviews

https://unitzxchange.com

UNITZXCHANGE provides innovative, reliable unitization services to corporate retirement plans and similar funds through a fully automated web-based system. UNITZXCHANGE makes unique assets. Look and act act like mutual funds so they can be included in 401(k) and other retirement plans. The UNITZXCHANGE system can unitize company stock either with a liquidity fund or in a manner that keeps unit prices in sync with the underlying stock prices. Types of managed portfolios include:.

INTERNAL PAGES

unitzxchange.com unitzxchange.com
1

unitzxchange.com

http://www.unitzxchange.com/index.html

UNITZXCHANGE provides innovative, reliable unitization services to corporate retirement plans and similar funds through a fully automated web-based system. UNITZXCHANGE makes unique assets. Look and act act like mutual funds so they can be included in 401(k) and other retirement plans. The UNITZXCHANGE system can unitize company stock either with a liquidity fund or in a manner that keeps unit prices in sync with the underlying stock prices. Types of managed portfolios include:.

2

unitzxchange.com

http://www.unitzxchange.com/partners.html

First Bankers Trust Services. UNITZXCHANGE is partnering to create a unitization solution allowing investment advisors and recordkeepers to offer customized model portfolios to plan participants. Unitized and traded through various recordkeeping systems. Visit Folio Institutional at www.folioinstitutional.com.

3

unitzxchange.com

http://www.unitzxchange.com/about_advantage.html

Our advanced technology for 401(k) plans allow a retirement plan participant same day exchanges among the plan's alternative investment options, in the same manner as daily traded mutual funds.

4

unitzxchange.com

http://www.unitzxchange.com/about.html

Our advanced technology for 401(k) plans allow a retirement plan participant same day exchanges among the plan's alternative investment options, in the same manner as daily traded mutual funds. Provide a calculation of the Net Asset Value (NAV) for each unitized fund. Track the trading, purchases and redemptions of units. Provide cash and wire instructions for settlement of unit trades. Provide a daily reconciliation of assets, income accruals and expense accruals. Net Asset Value Calculations.

5

unitzxchange.com

http://www.unitzxchange.com/fund_managedport.html

UNITZXCHANGE provides a service for creating a net asset value (NAV) of funds that consist of various types of assets. This NAV may be used by record keepers and trustees to facilitate trading of assets that are difficult to trade in retirement plans, particularly in daily recordkeeping 401(k) plans. The managed portfolio unitization solution allows investment advisors, model managers, and recordkeepers to more efficiently provide investment options to retirement plan sponsors and participants.

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LINKS TO THIS WEBSITE

folioinstitutional.com folioinstitutional.com

Folio Institutional : Folio Unitization Service

https://www.folioinstitutional.com/advisorfeatures/folio-unitization-service.jsp

Expand Your Retirement Plan Offerings. The next-generation portfolio Unitization Service from Folio Institutional allows investment advisors, model managers and recordkeepers to efficiently provide customized model portfolios including allocations of model portfolios to retirement plan sponsors and participants. How the Folio Unitization Service Works. Investment portfolios can be offered cost-effectively to retirement plans of all sizes. The Folio Unitization Service does not require National Securi...

mckcompany.com mckcompany.com

About McK - McK CompanyMcK Company

http://www.mckcompany.com/about

Need Quick Office Space? Building A – Occupied. Building B – Occupied. Building C – 28,800 SqFt. Building D – 32,256 SqFt. Building E – 17,396 SqFt. Building F – Occupied. Building G – 90,000 SqFt. Building H – 41,650 SqFt. McK began as General Products Company, founded in November, 1945 by H. Smith McKann. We started its operation in a small rented cinderblock building in Fredericksburg, Virginia with the manufacturing of electric water heaters and bottled gas tanks. In 1990, General Products entered th...

trentrichardson.wordpress.com trentrichardson.wordpress.com

Trent Richardson's Blog | The next generation web design with relevant content and membership community | Page 2

https://trentrichardson.wordpress.com/page/2

Trent Richardson's Blog. The next generation web design with relevant content and membership community. Newer posts →. Why your recordkeeping system is costing you! August 11, 2009. You work hard and try to put away a few dollars for retirement. Then, there are the fees the plan charges trying to erode your benefits – some you see and some you don’t. Why does it cost so much to handle a simple account? After all, my checking account is free. Why can’t my 401(k) be free too? August 10, 2009. In order to d...

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UNITZXCHANGE provides innovative, reliable unitization services to corporate retirement plans and similar funds through a fully automated web-based system. UNITZXCHANGE makes unique assets. Look and act act like mutual funds so they can be included in 401(k) and other retirement plans. The UNITZXCHANGE system can unitize company stock either with a liquidity fund or in a manner that keeps unit prices in sync with the underlying stock prices. Types of managed portfolios include:.

unitzxchange.net unitzxchange.net

unitzxchange.com

UNITZXCHANGE provides innovative, reliable unitization services to corporate retirement plans and similar funds through a fully automated web-based system. UNITZXCHANGE makes unique assets. Look and act act like mutual funds so they can be included in 401(k) and other retirement plans. The UNITZXCHANGE system can unitize company stock either with a liquidity fund or in a manner that keeps unit prices in sync with the underlying stock prices. Types of managed portfolios include:.

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