Emphasis on Education
Your plan participants need access to reliable tools and information to achieve their retirement plan goals. That is why we developed an in-depth Participant Services Program. This program consists of comprehensive participant communication and educational services designed to help participants achieve their retirement objectives.
Our Focus-on-U Program includes:
- AutoRetire Program
- Enrollment Services
- Participant help line
- Participant education and communication
- Participant statements
- Website Access
- 24-hour, toll-free account information by phone
- Quarterly Money Matters newsletter
Investment Options for Everyone
Your participants are diverse — different ages, goals, and risk tolerance. Some have a great deal of knowledge and experience in managing their investments and some prefer to take a “hands-off” approach. The Union Bank team can structure your investment choices to meet every employee's investment style and experience. From the Lifecycle funds to our complete list of mutual fund choices, we will structure your plan to allow your employees to maximize their savings and meet their objectives.