UNIFI Companies Retirement Plans, Lincoln, Neb./Cincinnati,Ohio, has announced a program to help retirement plan sponsorsfulfill critical fiduciary investment responsibilities.

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Portfolio Playbook is an optional program brought to you byUNIFI Companies Retirement Plans that offers plans sponsorsassistance when it comes to researching, selecting and monitoringthe investment options their plan offers. UNIFI CompaniesRetirement Plans has selected Morningstar Associates, LLC, aregistered investment adviser and wholly owned subsidiary ofMorningstar, Inc., to act as an investment adviser for thoseretirement plans that fully implement Morningstar'srecommendations.

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"Relying on Portfolio Playbook and the professionals atMorningstar can be very reassuring to UNIFI Companies RetirementPlans' plan sponsors," said Drew Powers, Vice President of UNIFICompanies Retirement Plans. "It provides advice that can assistplan sponsors with their fiduciary investmentresponsibilities."

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Portfolio Playbook's key feature is a fund line-up recommendedby Morningstar from the alternatives available from UNIFI CompaniesRetirement Plans fund options. It is designed specifically to meetthe characteristics of the plan sponsor's retirement plan.

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Additional benefits include:
oAsset allocation models for plan participants.
oA customized Investment Policy Statement for their plan.
oComprehensive quarterly reports on the investment line-up.
oAnnual evaluation of the plan's investment line-up usingMorningstar's due-diligence process.
oAssistance with implementing the recommended investmentline-up.

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"Today's smaller, competitive businesses understand theimportant role benefits play in attracting and retaining a qualityworkforce," Drew added. "Often, they lack the resources andfinancial expertise to offer them. Our Portfolio Playbook is a wayfor those businesses to add a company-sponsored retirement plan totheir benefits package for a nominal charge."

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