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Retirement FAQ


Where and how do I log in to my account?

What if I forgot my user ID or password?

How do I update my personal information?

How do I change my contribution percentage?

How do I change my investment elections?

How do I transfer my already invested funds to different investments?

How do I rebalance my investments?

How do I get e-Statements?

How much money can I put into my retirement account?

What are catch-up contributions?

Do I have the flexibility to change the amount of my contributions?

How will my contributions be invested?

What amount should I invest when I am starting out?

How can I withdraw money from my retirement account?

What is the difference between a traditional retirement plan and a
Roth retirement plan?

How do I rollover/transfer a retirement account into my account with UBT?

Who do I contact for help with my account?

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