6/25/2020 DOL issues final electronic delivery regulations https://www.ubt.com/learning-center/blogs/dol-issues-final-electronic-delivery-regulations The DOL recently issued final regulations addressing the electronic delivery of retirement plan notices. Read More BusinessRetirement Plan Sponsor
6/26/2020 Retirement rundown https://www.ubt.com/learning-center/guides/retirement-rundown Get familiar with the different types of retirement accounts and how to get started with help from UBT's Caitlin Moore. Read More PersonalManaging Your MoneyRetirementFinancial LiteracyRetirement
7/1/2020 Omnify Health Benefit Accounts Routing Number https://www.ubt.com/omnify-health-benefit-accounts-routing-number Omnify Health Benefit's routing number: 104914160. Read More PersonalHealth Benefits
5/26/2022 Keeping your cool amid market volatility https://www.ubt.com/learning-center/blogs/keeping-your-cool-amid-market-volatility Ups and downs in the market are to be expected. Here are some pointers on how to keep a level head. Read More BusinessRetirement Plan Sponsor
7/7/2020 Charitable remainder trust is a win-win https://www.ubt.com/learning-center/blogs/charitable-remainder-trust-win-win A charitable remainder trust (CRT) provides a current tax deduction and leave the remainder to your favorite charity — all in one fell swoop. Read More PersonalEstate PlanningEstate ManagementEstate PlanningCommunity Commitment
3/1/2023 Proactive budgeting: the perks of planning ahead https://www.ubt.com/learning-center/blogs/proactive-budgeting-perks-planning-ahead If you have a working budget, but still find yourself paying last-minute bills you forgot about, let’s talk about proactive budgeting. Read More PersonalManaging Your MoneyFinancial LiteracyBudgeting
7/21/2020 UBT earns #2 spot in Forbes 2020 World’s Best Banks list https://www.ubt.com/learning-center/news/worlds-best-banks-list UBT was excited and honored to learn that we had been recognized as the #2 bank in the United States by Forbes in its “World’s Best Banks” list. Read More Personal
7/20/2020 Brett Oltman https://www.ubt.com/about/directory/brett-oltman Serving the Auburn area Read More BusinessAg Loan OfficerAg Loans
7/22/2020 Favorite Journey Jaunts: Pella Tulip Festival 2016 https://www.ubt.com/learning-center/blogs/favorite-journey-jaunts-pella-tulip-festival-2016 UBT started a new blog series highlighting Favorite Journey Jaunts, with tales and photos of past expeditions. Learn more here. Read More PersonalJourney
7/28/2020 Protect your assets against creditors with a trust https://www.ubt.com/learning-center/blogs/protect-your-assets-against-creditors-trust While trusts can certainly fill that role, they’re also useful for protecting assets, both now and later. Read More PersonalEstate Planning