Union Bank & Trust Retirement Plan Services


	"I wanted to let you all know how impressed we have been with the 401K (and other) services with Union Bank & Trust. You may not know, but we looked at numerous banks before we decided to go with Union Bank. So we have seen a wide range of services and customer service offered. By far, Union Bank has exceeded our expectations. Thanks for all your help in setting this up, we are very satisfied with our decision to go with Union Bank."
	- Candice Mullendore, MS, OTR/L Pediatric Therapy Center

Making Your Company Stand Out

In today’s competitive employment market, offering a great benefits package can really make your company stand out in the crowd. This is especially true for the investment benefits that will attract and keep some of your most talented and valuable employees – your retirement plan.

Union Bank & Trust is dedicated to knowing the needs of your business in order to develop the plan that will achieve your business objectives which may include helping you attract and retain quality employees. Most banks offer similar services. Its how these services are delivered and how the bank treats its customers that will set us apart. Union Bank is relationship-driven organization that knows and appreciates its customers.

Podcasts
LifeCycle Funds

Common 401(k) Mistakes

What You Need to Know
About Retirement

Your Retirement Game Plan

Retirement Planning
Do's & Don'ts

For in-depth information, visit the Retirement Plan Services department
on our Trust website. (the site will open in a new window).

Retirement Plan Services
In Lincoln: 323-1592
6811 S. 27th Street (27th & Pine Lake Road)
P.O. Box 82535, Lincoln, NE 68501-2535

In Omaha: 827-6992
2720 S. 177th Street (177th & West Center Road)
P.O. Box 542080, Omaha, NE 68154-8080

Toll-free: (888) 769-2362

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Important Information About Procedures For Opening A New Account—
To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, and other information that will allow us to identify you; we may also ask to see your driver’s license or other identifying documents.

*Investment services offered through Union Bank & Trust Company’s Trust Division.

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