Helping You Identify and Understand Your Retirement Plan Program Needs
We realize that businesses, like individuals, are all unique and have their own specific expectations for an effective retirement plan program. If you are looking to establish a plan, we can take the time to work with you to understand and evaluate your business requirements, and assess the various types of retirement plan programs that may be appropriate for you.
If you already have a program in place, we can help you determine its effectiveness in providing a valuable and competitive benefit for your employees. Proposing Plan Programs and Solutions
As we work together to weigh the value of various retirement plan components in relation to your business´ needs, your Financial Advisor can provide valuable
information on programs that include investments alone or investments bundled with other services. We can collaborate with you on exploring the many programs available through our firm. Most of these programs bundle such services as investments, participant recordkeeping, trust services and plan administration. These programs include: Mutual fund programs, Group annuity programs, and A collective investment trust program offered by our affiliate, UBS Fiduciary Trust Company.
Helping You Implement Your Plan Program
After you select the retirement plan program that suits your business, we can work with you from the initial design of the program through its setup and administration. To make sure your retirement plan program is established properly and continues to run smoothly, important services we can provide include: Conducting enrollment meetings and providing ongoing communications and materials to help educate your employees about important topics such as planning for retirement, asset allocation strategies, retirement plan distributions and investment basics. Offering a written plan document that meets the requirements of the Internal Revenue Code. UBS prototype plan documents can help you avoid the expense of a custom-drafted plan document. As the prototype sponsor, we keep these prototypes updated for any changes required by law. Helping facilitate your transition if you decide to convert your retirement plan program from one plan provider to another. Collaborating with you to identify and select suitable investment alternatives that would address your retirement plan program´s needs and goals. Providing you with a sample written Investment Policy Statement, which can help:
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