Why choose UBT Retirement Plan Services?

Locally owned

Exceptional service and responsiveness to your questions, from local experts who care.

Fiduciary services available

We can serve as your ERISA 3(21) or 3(38) investment fiduciary, ensuring your responsibilities are met.

Education programs

Our Financial Education Consultants tailor educational materials and presentations for your employees.

Unmatched professionalism

One of the largest, most experienced teams in the Midwest, including a dedicated ERISA attorney.

Investment options

We’ll choose from a wide array of investment options to best fit your company’s needs.

A trusty trustee

Your UBT team will review and manage your plan daily so you can focus on managing your organization.

Retirement Plan Experts

Responsive service from local experts

When you have questions or need help with your plan, your relationship manager is easy to reach. Like Jay, who’ll work closely with you to ensure your plan has everything you need — and nothing you don’t. In fact, UBT is the only bundled retirement plan provider in Nebraska that does not outsource. If you're interested in setting up a plan for your company, contact one of our experts.

Tim Gregan
Your employees will thank you

Diverse investment options

Participants of all ages can diversity their investments to ensure they’re well-positioned to reach their goals.

Excellent education program

Our Financial Education Consultants conduct on-site seminars and provide materials to help participants make the most of their savings.

One-on-one help

We help participants make educated decisions on asset allocation, contribution rate, and overall retirement readiness.

Online resources

A wealth of resources awaits at ubt.com, including helpful videos, guides, calculators, and worksheets.

Annual Dollar Limits

Contribution Limits

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