3/19/2020 Retirement Plan Sponsor Learning Center https://www.ubt.com/learning-center/retirement-plan-sponsor-learning-center Manage your company's retirement plan (401(k) or 403(b)) by leveraging our resources. Most are created by our ERISA specialist. Read More Business
9/15/2025 Planning for your future post-college https://www.ubt.com/learning-center/blogs/planning-your-future-post-college Graduating means new routines, expenses, and goals. Plan ahead—whether for months or decades—to set yourself up for success in adulthood. Read More PersonalManaging Your MoneyBanking 101Budgeting
1/13/2021 College Savings Plans https://www.ubt.com/personal/investments/college-savings-plans UBT serves as program manager of some of the best 529 plans to help you save for college. Read More PersonalSavingsCollege Savings
9/13/2022 Taking distributions from your 401k or retirement plan https://www.ubt.com/learning-center/podcasts/taking-distributions-your-401k-or-retirement-plan Jason sits down with Kristy of Retirement Plan Services to discuss taking distributions from your 401k or retirement plan. Read More PersonalRetirement
4/20/2023 Estate planning through life's stages https://www.ubt.com/learning-center/blogs/estate-planning-through-lifes-stages Virtually everyone needs an estate plan, but it isn’t a one-size-fits-all proposition. Learn more from Union Bank & Trust. Read More PersonalEstate Planning
8/27/2019 Retirement Plan Services https://www.ubt.com/retirement-plan-services A retirement plan from UBT bundles everything you need to bolster your benefit offerings. You won’t just keep people, you’ll keep them happy. Read More BusinessRetirement PlansRetirement Plan SponsorRetirement
