UBS Workplace Wealth Solutions Insights

Thoughtful perspectives about issues that matter to you

Workplace Wealth Solutions

UBS Workplace Voice

Our publication series keeps you up-to-date on key trends in the workplace.

Gain insights into employee attitudes and behaviors about workplace benefits, such as equity awards, financial wellness and retirement.

See our latest findings

Financial wellness

UBS Workplace Voice (issue 1) – A benefit whose time has come

This study focuses on financial wellness programs, and reveals that employees increasingly value them and the companies offering them.

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 Fall 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 Fall 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 infographicpdf, 176 KB

Unlocking value

Employee attitudes and behaviors toward equity plans

Presented by UBS Workplace Wealth Services / Issue 4

Download the reportpdf, 570 KB

The UBS Equity Award Value Index

A groundbreaking tool for measuring how participants value equity awards.

Download the reportpdf, 658 KB

“Show me the value”

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

Download the reportpdf, 457 KB

The multiplier effect

Doubling how much participants appreciate equity awards

Download the reportpdf, 517 KB

Institutional consulting

Insights for fiduciaries

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

Download the whitepaperpdf, 293 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.

Get in touch

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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.

© UBS 2023. The key symbol and UBS are among the registered and unregistered trademarks of UBS. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS Group AG. Member FINRA. Member SIPC.

Exp.: 10/31/2021
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