10/1/2024 IRS issues guidance for student loan matching contributions https://www.ubt.com/learning-center/blogs/irs-issues-guidance-student-loan-matching-contributions An update on Notice 2024-63, which provides guidance to employers looking to match student loan contributions. Read More BusinessRetirementRetirement Plan Sponsor
7/11/2023 SECURE 2.0 changes to Roth accounts https://www.ubt.com/learning-center/blogs/secure-20-changes-roth-accounts We break down the SECURE 2.0 Act of 2022 (“SECURE 2.0”) important changes affecting Roth accounts in employer-sponsored retirement plans. Read More BusinessRetirementRetirement Plans
12/30/2019 Mike Hansen https://www.ubt.com/about/directory/mike-hansen BusinessBusiness BankerCommercial Lending
