We believe that organized labor deserves a trusted partner.
Plan trustees deserve an ERISA 3(38) full fiduciary or ERISA 3(21) co-fiduciary partner who understands the retirement plan challenges unique to organized labor.
We believe in integrity.
Ullico is labor owned and will always act in the best interests of labor and its members.
We believe in simplicity.
Ullico Retirement Solutions simplifies the daunting task of investing by designing globally diversified, custom asset allocations, giving trustees and members the confidence to invest properly.
We believe in objectivity.
We have no products to sell, we do not earn any commissions, nor are we compensated by any source other than the clearly stated annual fee on the assets we manage.
We believe in transparency.
There are absolutely no hidden fees, expenses, or charges so trustees and members always know exactly what they are paying for our services.
We believe members need and deserve strategic education.
We provide outcome-based education as well as individual consultations for members to help you make the best decision for yourself and your family.
We believe that fees must be minimized.
Unnecessary fees eat up participants’ returns and jeopardize trustees. This is why we always work to reduce fees and add value to the investment process anywhere and everywhere our expertise allows.