Your contact, Marsha Stolzenburg, will be retiring after 27 years of outstanding service with UBT on August 28th, 2020. We’ll follow up soon to introduce you to your direct contact. In the meantime, you can reach our team by phone or email if you have any questions or need assistance. Thank you!
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 Stacy, 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.
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
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