UBS Workplace Wealth Solutions Insights

Thoughtful perspectives about issues that matter to you

Financial wellness

The positive effects of financial wellness

Studies seeking to understand the relationship employees have with their money and the impact that it has on workplace productivity.

Download the infographic pdf, 621 KB

Retirement plan services

Our insights help you stay up-to-date with trends in the retirement plan marketplace and help your participants make informed retirement decisions.

For plan sponsors ERISA-Extra

Quarterly newsletter: Need-to-know information about legislative changes, technical updates and industry practices for plan fiduciaries.

Read the Winter 2021 edition

For plan sponsors Insights for Fiduciaries

Whitepapers: Thoughtful in-depth analysis of fee disclosure, plan expenses, fiduciary risk and more.

Read the latest edition

For plan participants Wise Choices

Quarterly participant newsletter: Helpful education for informed retirement decisions.

Read the Winter 2021 edition

Equity plan services

Studies reveal how employees engage with benefit plans and identify trends that impact how much employees value them.

Critical advice

Employees seek more guidance on equity awards during crises

Download the infographic pdf, 119 KB

Unlocking value

Employee attitudes and behaviors toward equity plans

Presented by UBS Workplace Wealth Services / Issue 4

Download the report pdf, 258 KB

The UBS Equity Award Value Index

A groundbreaking tool for measuring how participants value equity awards.

Download the report pdf, 598 KB

“Show me the value”

Three steps to help employees get the most from their equity plan.

Download the report pdf, 210 KB

The multiplier effect

Doubling how much participants appreciate equity awards

Download the report pdf, 481 KB

Institutional consulting

Insights for fiduciaries

Whitepapers: Thoughtful in-depth analysis of fee disclosure, plan expenses, fiduciary risk and more.

Download the whitepaper pdf, 147 KB

Get in touch

Put our insights to work for you to create a truly rewarding workplace where your company and your employees can flourish.

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Financial Coaches are Registered Representatives of UBS Financial Services Inc. Member FINRA/SIPC.

Thirty-minute private phone-based assessments are available at no cost as part of your employer`s benefits program. We will jointly determine where you are today, discuss your goals and establish personalized next steps for your journey. Should you choose UBS to help you implement any of the strategies, additional fees will apply, which we will discuss if you choose UBS.

Personalized investment advice and access to the firm's other products and services require completion of a full-service account application and are available to residents of the US and limited jurisdictions outside the US.

Pension Consultants Inc. 2014.

This is for informational and educational purposes only and should not be relied upon as investment advice or the basis for making any investment decisions. It has not been prepared with regard to the specific objectives, financial situation or particular needs of any specific person. No representation or warranty, either express or implied, is provided in relation to the accuracy, completeness or reliability of the information contained herein. Any opinions expressed are subject to change without notice and may differ or be contrary to opinions expressed by other business areas or groups of UBS.

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. For more information, please review the PDF document at ubs.com/relationshipsummary.

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Exp.: 10/31/2021
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