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.
We'll take the time to ask the right questions and understand your retirement plan needs. This customer-focused, relationship-driven approach results in a plan that fits your company best, and delivers the best results possible for your employees.
We'll Make It Easy For You
In today’s business environment, employers want to offer a retirement plan to their employees, but do not want the day-to-day responsibilities of maintaining the plan. Union Bank minimizes the administrative burdens associated with your retirement plan, ensures that your plan complies with Internal Revenue Service and Department of Labor (DOL) laws and regulations, and helps your employees appreciate their retirement benefits. Clients appreciate our level of customer service, flexibility and one-stop shopping.
Union Bank & Trust has provided our company and our employees with an exceptional retirement plan and diversified investment choices. Our employees have received the tools they need to plan and save for their retirement.
-Tonn Ostergard, Crete Carrier
Flexibility & Options
We'll create and administer plan services for qualified 401(k), profit sharing, money purchase pension, employee stock ownership plan (ESOP), and defined benefit pension plans. Investment options within the plans are diverse, including a breadth of mutual fund families and a wide range of investment choices.
Participant education is critical to a plan’s utilization and success. Our experienced education team will keep your employees connected to information and resources to help them make the most of their investments and achieve the retirement they envision.