Our Retirement Plan Consultants offer retirement plan experience, customized advice and broad financial insights from one of the world’s leading wealth management firms.
Our customized consulting process incorporates your plan's needs and considers industry changes. Using our Plan Management Roadmap, you'll collaborate with a Consultant who can help you implement sound fiduciary governance, optimize plan health and prepare your employees for life beyond retirement. You can gain all these advantages without changing your current recordkeeper.
Find out how our retirement plan experience, combined with the strength of UBS, can help you manage your plan in the best interests of your participants.
Are you meeting your obligations as a plan sponsor?
Let one of our Senior Retirement Plan Consultants help you with a plan consultation.
A trusted resource
Trusted, objective, knowledgeable
Our mission is to help you make your plan the best it can be.
We're a national network of experienced Retirement Plan Consultants providing customized service and objective advice to more than 1,800 retirement plans, representing more than $65 billion in plan assets.1
We're part of UBS AG, a leading global wealth management firm with a 150-year heritage and among the most highly capitalized balance sheets in our peer group–including $1.077 trillion in Wealth Management Americas invested assets.2, 4
We can customize our Plan Management Roadmap to help you accomplish your objectives.
We're a source of retirement thought leadership and practical financial knowledge—providing actionable financial guidance to help your employees prepare for retirement.
Delivering What Matters
Plans we serve
Through our Institutional Consulting and Retirement Plan Consulting Services programs, we provide advisory services to more than 1,800 retirement plans comprising over $65 billion in assets.1 These include defined contribution plans, defined benefit plans, and nonqualified deferred compensation plans.
Our clients are organizations of all sizes–in manufacturing, business and professional services, state and local government, healthcare and more.
Our growth and presence in the retirement plan industry demonstrate the trust our clients place in us. We have been recognized in PLANSPONSOR magazine's retirement plan consultant surveys, including "Top 5" rankings5 for 2014 in:
- Number of defined contribution consulting plans
- Number of consulting plans < $50 million
Keeping you informed
Our reporting and insights can help you stay up-to-date with management best practices and help prepare you for emerging developments and regulatory changes.
Resources for plan participants
Quarterly participant newsletter: Helpful education for informed retirement decisions.
Financial Wellness Center
An online education portal consisting of videos, tutorials, podcasts and articles to help plan participants prepare for their financial future.
Tools to help plan participants balance their budget, review their financial situation and invest smartly.
Resources for plan sponsors
Insights for Fiduciaries
Thoughtful in-depth analysis of fee disclosure, plan expenses, fiduciary risk and more.
Need-to-know information about legislative changes, technical updates and best practices.
Must-have updates on what's happening in Congress—focusing on financial services and regulatory measures.