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The IRS has issued Notice 2023-62, providing relief in connection with the SECURE 2.0 requirements around catch-up contributions for higher-paid participants.

Business
Retirement
Retirement Plan Sponsor

10/1/2025

IRS issues final regulations on catch-up contributions

https://www.ubt.com/learning-center/blogs/irs-issues-final-regulations-catch-contributions

IRS finalizes SECURE 2.0 rules on Roth catch-up contributions for high earners, with key changes and compliance starting in 2026.

Business
Retirement Plan Sponsor

11/1/2021

Rewards or cash back? A benefit breakdown

https://www.ubt.com/learning-center/blogs/rewards-or-cash-back-benefit-breakdown

If you're wondering if you should choose a credit card with rewards points or cash back, we'll break down the benefits of both and provide another option.

Personal
Building Credit
Credit Card

12/18/2024

Fix it or ditch it: Is it time for a new car?

https://www.ubt.com/learning-center/blogs/fix-it-or-ditch-it-it-time-new-car

9/6/2019

Evan Soneson

https://www.ubt.com/about/directory/evan-soneson

With roots in rural Nebraska (Holdrege, to be exact), Evan is a Nebraska Wesleyan alum with 10 years of banking experience who enjoys being involved in the Backpack Program, Junior Achievement, and Ventures In Partnership with LPS.

Home Loan Officer

9/6/2019

Kadee Ditloff

https://www.ubt.com/about/directory/kadee-ditloff

Business Banker
Consumer Loan Specialist
Personal Banker

9/6/2019

Stacy Ford

https://www.ubt.com/about/directory/stacy-ford

Business Banker
Consumer Loan Specialist
Personal Banker