RPS UBT MAP Video Tutorial
UBT offers a managed account program (MAP) option as part of their complete retirement plan package. A MAP allows participants to have their retirement savings professionally managed and monitored according to their specific goals and situation, all at a low cost.
Coupled with recommendations from our enhanced retirement project tool, an investment portfolio is built specifically for the participant, based on their projected income needs at retirement. And even better — it will automatically adjust over time based on the actual performance of their portfolio. Click through to watch an informational video about our managed account option.