Why choose UBT Retirement Plan Services?
Exceptional service and responsiveness to your questions, from local experts who care. You’ll have people assigned and dedicated to your plan.
Fiduciary services available
We can serve as your ERISA 3(21) or 3(38) investment fiduciary, ensuring your legal responsibilities are met.
Our Financial Education Consultants tailor educational materials and presentations for your employees.
One of the largest, most experienced teams in the Midwest, including a dedicated ERISA attorney.
We’ll choose from a wide array of investment options to best fit your company’s needs.
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 conduct a review of your 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!
Your employees will thank you
Diverse investment options
Participants of all ages can diversify their investments to ensure they’re well-positioned to reach their goals.
User-friendly planning platform
A wealth of resources awaits at ubt.com, including helpful videos, guides, calculators, and worksheets.
We provide participants with the information they need to make educated decisions on asset allocation, contribution rates, and overall retirement readiness.
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, and one of our plan consultants will reach out to set up your free plan review.