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
Responsive service from local experts
From 401(k)s to 403(b)s, if you have questions or need help with your plan, your relationship manager is just a phone call or email away. Like Tim, who’ll work closely with you to ensure your plan has everything you need — and nothing you don’t. In fact, UBT is the only bundled retirement plan provider in Nebraska that doesn’t outsource. If you’re interested in setting up a plan for your company, just fill out the form below.
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.
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.
Let’s take care of their future today
Setting up a retirement plan for your employees is a big decision, so let’s take things one step at a time. Just fill out the form above, and one of our plan consultants will reach out with more information.