Retirement Plan Services
 
Investing
  529 College Savings Plans
  IRA and Annuities
  Retirement Plans
  Union Investement Management Group
   
   
   
   
Testimonials
 

"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
 

Retirement Plan Services
 
   
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.

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.

©2009 Union Bank & Trust Company. All Rights Reserved.