1/3/2024 As one chapter closes at UBT, another begins https://www.ubt.com/learning-center/blogs/one-chapter-closes-ubt-another-begins Jason Muhleisen begins his tenure as CEO of Union Bank & Trust as his mother, Angie, retires. Read More PersonalCommunity Commitment
1/8/2024 IRS proposes regulations for long-term part-time employees https://www.ubt.com/learning-center/blogs/irs-proposes-regulations-long-term-part-time-employees Running a BusinessBusiness Banking
4/15/2024 Donor-Advised Funds https://www.ubt.com/donor-advised-funds Learn more about donor-advised funds through UBT, powered by Lincoln Community Foundation. Read More PersonalWealth Management
1/10/2024 Jon Rowe https://www.ubt.com/about/directory/jon-rowe BilingualSpanish SpeakingConsumer Loan SpecialistPersonal Banker
1/27/2025 COBRA: More than a right, it’s a requirement https://www.ubt.com/learning-center/blogs/cobra-more-right-its-requirement The IRS estimates that approximately 90% of employer-administered COBRA plan aren’t compliant with federal law. That’s where Omnify comes in. Read More PersonalOmnifySmall Business
8/31/2023 Why your company’s retirement plan strategy should include HSAs https://www.ubt.com/learning-center/blogs/why-your-companys-retirement-plan-strategy-should-include-hsas Level up your employees' benefits package by offering a health savings account (HSA) option. Read More BusinessRunning a BusinessOmnifyHSABenefits PackagesRetirement Plan Sponsor
8/31/2023 IRS Issues Two-Year Roth Catch-Up Contribution Relief https://www.ubt.com/learning-center/blogs/irs-issues-two-year-roth-catch-contribution-relief 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. Read More BusinessRetirementRetirement Plan Sponsor
