Why choose UBT Retirement Plan Services?

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Locally owned

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

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Fiduciary services available

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

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Education programs

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

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Unmatched professionalism

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

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Investment options

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

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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!
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Your employees will thank you

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Diverse investment options

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

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User-friendly planning platform

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

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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.

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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.

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