Employee Retirement Plans
Group of employees
At UBS Financial Services Inc., we recognize the importance of an appropriate retirement plan program to help recruit and retain top employees, promote job satisfaction and build employee loyalty and goodwill.
 
We also realize that, like most employers, you may need information and help in addressing concerns about administering the plan, handling fiduciary responsibilities and keeping the plan relevant to employees´ needs. Monitoring investments, staying on top of legislative changes, carrying out day-to-day administrative tasks and providing plan participant support and education can be very challenging.
 
Accordingly, your Financial Advisor can work with you to:
  • Identify and help you understand your retirement plan program needs.
  • Propose programs and solutions for your consideration and review.
  • Implement the program you have selected.
  • Help you review your plan´s investments to help assure that they continue to work toward your expectations and those of your employees.

Depending on your needs, we can help you implement your retirement strategies through both our advisory and brokerage capabilities.