---
title: Retirement Plan Administration with UBT
description: A retirement plan, such as a 401(k), is a fundamental piece of any good employee benefit package. Let UBT take care of the details.
image: https://info.ubt.com/hubfs/rps-sponsor-header-may2022.jpg
---

[![Home](https://info.ubt.com/hubfs/raw_assets/public/UBT_March2021/images/header-logo.svg "Home")](https://www.ubt.com/)

# Retirement Plan Administration

### Let us review your company’s current retirement plan for free

Our experts would love to take a look at the structure of your current plan and make sure you’re getting the services your employees need at the right price — and offer solutions that can give you more bang for your buck.

[Get Started](https://info.ubt.com/retirement-plan-admin#Form)

## Why choose UBT Retirement Plan Services?

![locally-owned_0](https://info.ubt.com/hubfs/locally-owned_0.svg "locally-owned_0")

### Locally owned

Exceptional service and responsiveness to your questions, from local experts who care. You’ll have people assigned and dedicated to your plan.

![task-list-multiple-FIDUCIARY-SERVICES](https://info.ubt.com/hubfs/task-list-multiple-FIDUCIARY-SERVICES.svg "task-list-multiple-FIDUCIARY-SERVICES")

### Fiduciary services available

We can serve as your ERISA 3(21) or 3(38) investment fiduciary, ensuring your legal responsibilities are met.

![education-experts_0](https://info.ubt.com/hubfs/education-experts_0.svg "education-experts_0")

### Education programs

Our Financial Education Consultants tailor educational materials and presentations for your employees.

![unmatched-professionalism](https://info.ubt.com/hubfs/unmatched-professionalism.svg "unmatched-professionalism")

### Unmatched professionalism

One of the largest, most experienced teams in the Midwest, including a dedicated ERISA attorney.

![investment-options_0](https://info.ubt.com/hubfs/investment-options_0.svg "investment-options_0")

### Investment options

We’ll choose from a wide array of investment options to best fit your company’s needs.

![a-trusty-trustee_0](https://info.ubt.com/hubfs/a-trusty-trustee_0.svg "a-trusty-trustee_0")

### A trusted trustee

Your UBT team will review and manage your plan daily so you can focus on managing your organization.

## Retirement Plan Experts

## We’ll review your company’s current plan — free of charge

When it’s time to fulfill your fiduciary responsibility for plan reviews, there’s a local team of experts ready to help. We’ll make sure your retirement plan is cost-effective and contains all the options you need. If you’d like to schedule a free plan review, fill out the form below and our experts will be in touch!

![square-stacy-gutschenritter-2026](https://info.ubt.com/hubfs/square-stacy-gutschenritter-2026.jpg "square-stacy-gutschenritter-2026")

## Your employees will thank you

![diverse-investment-options](https://info.ubt.com/hubfs/diverse-investment-options.svg "diverse-investment-options")

#### Diverse investment options

Participants of all ages can diversify their investments to ensure they’re well-positioned to reach their goals.

![online-resources](https://info.ubt.com/hubfs/online-resources.svg "online-resources")

### User-friendly planning platform

A wealth of resources awaits at ubt.com, including helpful videos, guides, calculators, and worksheets.

![one-on-one-help](https://info.ubt.com/hubfs/one-on-one-help.svg "one-on-one-help")

### One-on-one help

We provide participants with the information they need to make educated decisions on asset allocation, contribution rates, and overall retirement readiness.

![excellemnt-education-program](https://info.ubt.com/hubfs/excellemnt-education-program.svg "excellemnt-education-program")

#### Excellent education program

Our Financial Education Consultants conduct on-site seminars and provide materials to help participants make the most of their savings.

## Taking care of the future today

Setting up a retirement plan for your employees is a big decision, so let's make sure you're getting exactly what you need at the best possible price point. Fill out the [form above](https://info.ubt.com/retirement-plan-admin#Form), and one of our plan consultants will reach out to set up your free plan review.

Investment products: Not FDIC Insured — No Bank Guarantee — May Lose Value.

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