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Items of Impact

SECURE 2.0 allows small businesses to change plan types

Read our summary of SECURE 2.0’s provisions for small businesses to switch from a SIMPLE IRA plan to a safe harbor 401(k), as well as the case for each type.


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 stays in compliance. Since UBT is the only bundled retirement plan provider in Nebraska that does not outsource, help is local and only a phone call or email away.

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Looking for a retirement plan administrator?

A retirement plan from UBT bundles everything you need to bolster your business’s benefit offerings. You won’t just keep people, you’ll keep them happy.

Annual Dollar Limits

Stay current on annual contribution limits

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