UBS Retirement Plan Consulting Services

In today's defined contribution retirement plan landscape, plan sponsors face heightened fiduciary responsibilities and a continuing focus on helping participants pursue their retirement goals. Our Retirement Plan Consultants offer knowledgeable advice and a customized consulting process aimed at helping our clients strengthen their retirement plans and manage increasing complexity. As one of the leading wealth management firms in the world, the combination of our retirement plan consulting capabilities and our insights in personal financial planning can help both sponsors and participants manage today's retirement realities.


UBS Retirement Plan Consulting Services

A resource you can trust

  • 1,400 retirement plans
  • $55 billion in retirement plan consulting assets1
  • $1 trillion in Wealth Management Americas assets2
  • 150-year global heritage

An industry leader

  • Consultants average 21 years industry experience
  • Multiple PLANSPONSOR "Top 5" rankings3
  • Best global bank4
  • Surpass current Basel III CET1 capital standards5