"Transamerica is thrilled to partner with UBS on our Retirement Plan Exchange. 72.52.246.16 Advisory & Brokerage Services. Notice for Non-U.S. Investors. Products and services mentioned on these web pages may not be available for residents of certain nations. That's our focus as the world's largest wealth management firm. Please include what you were doing when this page came up and the Cloudflare Ray ID found at the bottom of this page. Order Routing Disclosure. The Exchange is available solely through UBS Financial Advisors. If you are eligible for a pension benefit: Make beneficiary designations and changes (if applicable), Request a new User ID and password or change your existing User ID and password, Review, add or change yourdependentor beneficiary information on file (if applicable), Understand how a Life Event may affect your benefits. You can be as restrictive or generous as you want. Because a top heavy 401 (k) plan must generally make a 3% minimum contribution to non-key employees, the 3% nonelective contribution will cost about the same. For businesses, picking the right plan from the countless options available can be tricky. Vice PresidentWealth Management 281-362-6363don.atherton@ubs.comhttps://advisors.ubs.com/mainstreet/link to Main street wealth, Senior Vice President - Wealth Management 404-760-3135jansen.bailey@ubs.comhttps://financialservicesinc.ubs.com/team/bailey/meetourteam.html, First Vice PresidentWealth Management 312-525-4188bob.banas@ubs.comhttp://financialservicesinc.ubs.com/team/banasyu/meetourteam.html, Vice PresidentWealth Management 619-557-2445darin.beeghley@ubs.comhttp://financialservicesinc.ubs.com/team/kmba/index.html?start=/team/kmba, Vice PresidentWealth Management 813-903-6694john.benitoa@ubs.comhttp://financialservicesinc.ubs.com/team/thegulfcoastgroup/index.html?start=/team/thegulfcoastgroup, Managing DirectorWealth Management 713-654-0391robert.bickham@ubs.comhttp://financialservicesinc.ubs.com/team/bickhamtabbgroup/meetourteam.html, Financial Advisor 202-585-4044leland.bishop@ubs.comhttp://financialservicesinc.ubs.com/team/capitolgroup/meetourteam.html, Senior Vice President - Wealth Management 201-556-2827thomas.bishop@ubs.comhttps://financialservicesinc.ubs.com/team/thebcdgroup/meetourteam.html, Senior Vice PresidentWealth Management 952-475-9448jonathan.bottema@ubs.comhttp://financialservicesinc.ubs.com/team/wipperfurth/index.html?start=/team/wipperfurth, First Vice PresidentWealth Management 248-645-3936craig.brass@ubs.comhttps://financialservicesinc.ubs.com/team/penniman/, First Vice President Wealth Management 415-954-6700john.brunello@ubs.comhttp://financialservicesinc.ubs.com/team/alphagroup/index.html?start=/team/alphagroup, First Vice President - Wealth Management 502-420-7639jonathan.butcher@ubs.com, http://financialservicesinc.ubs.com/fa/jonathanbutcher/index.html, First Vice PresidentWealth Management 440-414-2745brian.cahill@ubs.com, Senior Vice PresidentWealth Management 254-751-5050joe.calao@ubs.com http://financialservicesinc.ubs.com/team/calaowealthmgmtgroup/index.html?start=/team/calaowealthmgmtgroup, Vice PresidentWealth Management 954-356-5465 ross.cammarata@ubs.comhttp://financialservicesinc.ubs.com/team/trgf/index.html?start=/team/trgf, Vice PresidentWealth Management 813-903-6694michael.carelli@ubs.com http://financialservicesinc.ubs.com/team/thegulfcoastgroup/index.html?start=/team/thegulfcoastgroup, Vice PresidentWealth Management 813-227-2837michael.carey@ubs.comhttp://financialservicesinc.ubs.com/team/twmg/meetourteam.html, Managing DirectorWealth Management 215-972-6800ken.catanella@ubs.comhttp://financialservicesinc.ubs.com/team/401kpa/meetourteam.html, Vice PresidentWealth Management 215-972-6824brian.catanella@ubs.comhttp://financialservicesinc.ubs.com/team/401kpa/meetourteam.html, Account Vice President 515-237-3732jared.clauss@ubs.com, First Vice PresidentWealth Management 859-335-8149marc.cobane@ubs.comhttps://financialservicesinc.ubs.com/branch/lexingtonlc/ourmanagementteam.html, First Vice President Wealth Management 630-753-1270Paul.coyner@ubs.comhttp://financialservicesinc.ubs.com/fa/paulcoyner/, Senior Vice PresidentWealth Management 952-921-7944jacob.d.creydt@ubs.comhttp://financialservicesinc.ubs.com/team/jcwmg/index.html?start=/team/jcwmg, First Vice PresidentWealth Management 212-626-8527anthony.cristiano@ubs.com http://financialservicesinc.ubs.com/team/daybreak/index.html, Senior Vice PresidentWealth Management 202-585-5348sandy.cunningham@ubs.comhttp://financialservicesinc.ubs.com/team/capitolgroup/meetourteam.html, First Vice PresidentWealth Management 585-218-4532paul.daiutolo@ubs.comhttp://financialservicesinc.ubs.com/team/daiutoloicteam/meetourteam.html?start=/team/daiutoloicteam, Director 602-957-5133michael.digrazia@ubs.comhttp://financialservicesinc.ubs.com/team/digraziatenney/meetourteam.html, Senior Vice PresidentWealth Managements 404-760-3200earle.dodd@ubs.comhttp://financialservicesinc.ubs.com/team/doddconsulting/, Vice PresidentWealth Management 207-774-1008john.dolloff@ubs.comhttp://financialservicesinc.ubs.com/team/goffindolloff/meetourteam.html, Senior Vice PresidentWealth Managements 505-881-1700claude.edmonds@ubs.comhttp://financialservicesinc.ubs.com/team/highdesertgroup/index.html?start=/team/highdesertgroup, Senior Vice PresidentWealth Management 248-645-3935louise.emerson@ubs.comhttps://financialservicesinc.ubs.com/team/penniman/, Vice President Wealth Management 406-238-1716kevin.fiscus@ubs.comhttp://financialservicesinc.ubs.com/team/montanawealthadvisors/index.html, First Vice PresidentWealth Management 312-525-4593rita.fiumara@ubs.com http://financialservicesinc.ubs.com/fa/ritafiumara/, Senior Vice PresidentWealth Management 310-772-7058renee.fourcade@ubs.com www.ubs.com/fa/reneefourcade, First Vice President - Wealth Management 813-227-2892john.j.faircloth@ubs.comhttps://financialservicesinc.ubs.com/team/twmg/meetourteam.html, SeniorVice PresidentWealth Management 440-414-2747daniel.gaertner@ubs.comhttp://financialservicesinc.ubs.com/team/gaertner/meetourteam.html, First Vice PresidentWealth Management 408-282-8418joseph.galbraith@ubs.comwww.ubs.com/team/pfg, Senior Vice PresidentWealth Management 408-282-8432rich.gamboa@ubs.comwww.ubs.com/team/pfg, Financial Advisor 615-750-8158austin.greer@ubs.comhttp://financialservicesinc.ubs.com/team/greer/meetourteam.html, SeniorVice PresidentWealth Management 404-760-3094harris.gignilliat@ubs.comhttps://financialservicesinc.ubs.com/team/trillium/, Senior Vice PresidentWealth Management 213-253-5236james.giordano1@ubs.com, Senior Vice President - Wealth Management 501-221-5121roy.gutierrez@ubs.comhttp://financialservicesinc.ubs.com/team/gutierrezgroup/meetourteam.html?start=/team/gutierrezgroup, Vice PresidentWealth Management 619-557-4899david.harris@ubs.com http://financialservicesinc.ubs.com/fa/davidharris/biography.html?start=/fa/davidharris, Senior Vice President - Wealth Management Financial Advisor 504-595-5494mark.heller@ubs.com, Senior Vice PresidentWealth Management 206-628-6535shawn.hintz@ubs.comhttp://financialservicesinc.ubs.com/team/ubsicnw/meetourteam.html, Financial Advisor 907-261-5900tammy.head@ubs.comhttps://advisors.ubs.com/tammy.head/, Financial Advisor 949-453-5110jennifer.hocking@ubs.comhttp://financialservicesinc.ubs.com/team/hocking/meetourteam.html, Vice President Wealth Management 949-453-5169steven.hocking@ubs.comhttp://financialservicesinc.ubs.com/team/hocking/meetourteam.html, Vice President Wealth Management 973-360-4301steven.horky@ubs.comhttp://financialservicesinc.ubs.com/team/sooshorky/meetourteam.html, Senior Vice PresidentWealth Management 212-333-8968gregory.holbrook@ubs.com, Managing DirectorWealth Management 404-479-6130william.hyde@ubs.com, Managing DirectorWealth Management 800-821-5625michael.jefferies@ubs.comwww.Ubs.com/team/jbg, Financial Advisor 860-275-8075robert.jermine@ubs.comhttp://financialservicesinc.ubs.com/team/emg/meetourteam.html, Managing DirectorWealth Management 212-713-9201jason.m.katz@ubs.comhttp://financialservicesinc.ubs.com/team/katz/meetourteam.html?start=/team/katz, Senior Vice PresidentWealth Management 619-557-2443douglas.kincart@ubs.comhttp://financialservicesinc.ubs.com/team/kmba/index.html?start=/team/kmba, Senior Vice PresidentWealth Management 847-277-2123thomas.kret@ubs.comhttp://financialservicesinc.ubs.com/team/barringtoninstitutionalconsulting/meetourteam.html, First Vice PresidentWealth Management 414-289-3817bruce.lanser@ubs.com http://financialservicesinc.ubs.com/fa/brucelanser/, Senior Vice PresidentWealth Management 214-965-6129matt.lasko@ubs.comhttp://financialservicesinc.ubs.com/team/flagship/meetourteam.html, First Vice PresidentWealth Management 248-645-7036mario.lepore@ubs.com http://financialservicesinc.ubs.com/fa/mariolepore/biography.html?start=/fa/mariolepore, Senior Vice President - Wealth Management 410-771-3272jason.lowy@ubs.comhttp://financialservicesinc.ubs.com/team/themurraygroup/meetourteam.html, Financial Advisor 631-454-3241vania.markarian@ubs.comhttp://financialservicesinc.ubs.com/team/oddowlthmgtgrp/meetourteam.html, Managing Director - Wealth Management 919-918-2329m.mehta@ubs.comhttp://financialservicesinc.ubs.com/fa/mmehta/index.html, Vice President Wealth Management 585-218-2500james.k.merkley@ubs.com, Senior Vice PresidentWealth Management 860-275-8059greg.mendoza@ubs.comhttp://financialservicesinc.ubs.com/team/emg/index.html?start=/team/emg, Senior Vice President - Wealth Management Financial Advisor 212-626-8937dominick.minicucci@ubs.comhttp://financialservicesinc.ubs.com/team/daybreak/index.html, Managing DirectorWealth Management 212-333-8998linda.modico@ubs.com, Senior Vice PresidentWealth Management 413-731-2314anthony.montemagni@ubs.com http://financialservicesinc.ubs.com/fa/anthonymontemagni/biography.html?start=/fa/anthonymontemagni, First Vice President - Wealth Management 509-744-3301mike.mumford@ubs.comhttp://financialservicesinc.ubs.com/team/laureate/index.html, First Vice President Wealth Management 303-820-5117colin.murphy@ubs.comhttp://financialservicesinc.ubs.com/team/rmwcg/index.html?start=/team/rmwcg, Financial Advisor 212-626-8662alex.molina@ubs.comhttps://financialservicesinc.ubs.com/team/molinagroup/meetourteam.html, Financial Advisor 206-447-2403peter.noone@ubs.comhttps://advisors.ubs.com/peter.noone/, Senior Vice PresidentWealth Management 631-454-3247charles.oddo@ubs.comhttp://financialservicesinc.ubs.com/team/oddowlthmgtgrp/meetourteam.html, Senior Vice PresidentWealth Management 404-848-8526scott.olsen@ubs.comhttp://financialservicesinc.ubs.com/team/buckhead/, First Vice PresidentWealth Management 800-877-6355samantha.hopkins@ubs.comhttps://www.ubs.com/team/theparkergroup, Vice PresidentWealth Management 617-439-8132mark.paone@ubs.comhttp://financialservicesinc.ubs.com/fa/markpaone/, First Vice President Wealth Management 303-820-5118antony.pougnet@ubs.comhttp://financialservicesinc.ubs.com/team/rmwcg/index.html?start=/team/rmwcg, Account Vice President 502-420-7654kelli.price@ubs.com, http://financialservicesinc.ubs.com/fa/kelliprice/index.html, Managing Director Wealth Management 404-479-6080vandyke.price@ubs.comhttp://financialservicesinc.ubs.com/team/ledoyenprice/index.html, Account Vice President Financial Advisor 262-794-0863https://financialservicesinc.ubs.com/fa/paulramus/index.html, Senior Vice PresidentWealth Management 919-918-2351tim.rauwald@ubs.comhttp://financialservicesinc.ubs.com/team/cornerstonegroup/meetourteam.html?start=/team/cornerstonegroup, Senior Vice PresidentWealth Management 800-543-2284ken.rinehart@ubs.com www.ubs.com/team/rsfg, Senior Vice President Wealth Management 406-238-1750william.royer@ubs.comhttp://financialservicesinc.ubs.com/team/montanawealthadvisors/index.html, Senior Vice PresidentWealth Management 206-628-6501trent.sanden@ubs.comhttp://financialservicesinc.ubs.com/team/ubsicnw/meetourteam.html, Managing Director Investments 212-713-3389allen.saunders@ubs.comhttp://financialservicesinc.ubs.com/team/saunders/index.html?start=/team/saunders, Vice PresidentWealth Management 650-289-7048mike.scandalios@ubs.comhttp://financialservicesinc.ubs.com/team/icmenlopark/meetourteam.html, Senior Vice PresidentWealth Management 925-746-0268robert.m.schneider@ubs.comhttps://financialservicesinc.ubs.com/team/sentinel/meetourteam.html, Vice PresidentWealth Management 609-919-2332david.sears@ubs.comhttp://financialservicesinc.ubs.com/team/pic/meetourteam.html, Senior Vice PresidentWealth Management 609-919-2331marc.shegoski@ubs.comhttp://financialservicesinc.ubs.com/team/pic/meetourteam.html, Senior Vice PresidentWealth Management 513-792-5161kevin.shepherd@ubs.comhttp://financialservicesinc.ubs.com/team/familywealth/meetourteam.html, Senior Vice President - Wealth Management 808-526-6968daniel.shiu@ubs.comhttp://financialservicesinc.ubs.com/team/msgroup/meetourteam.html, Financial Advisor 214-965-6126megan.l.smith@ubs.comhttp://financialservicesinc.ubs.com/team/flagship/meetourteam.html, Senior Vice PresidentWealth Management 650-289-7052kathleen.snodgrass@ubs.comhttp://financialservicesinc.ubs.com/team/icmenlopark/meetourteam.html, Account Vice President 480-922-6022bill.sobers@ubs.comhttp://financialservicesinc.ubs.com/fa/billsobers/, Managing Director Wealth Management 973-360-4201eric.soos@ubs.comhttp://financialservicesinc.ubs.com/team/sooshorky/meetourteam.html, Senior Vice PresidentWealth Management 908-789-3178alan.spierer@ubs.comhttps://financialservicesinc.ubs.com/team/northeastfinancialgroup/meetourteam.html, Senior Vice PresidentWealth Management 310-734-3880harlan.b.spinner@ubs.comhttp://financialservicesinc.ubs.com/team/spinner/meetourteam.html?start=/team/spinner, Senior Vice President Wealth Management 515-237-3724james.spooner@ubs.comhttp://financialservicesinc.ubs.com/team/alphawealthconsultinggroup/index.html, Financial Advisor 202-585-5362leif.springer@ubs.comhttp://financialservicesinc.ubs.com/team/capitolgroup/meetourteam.html, Account Vice President 757-624-3390justin.steil@ubs.comhttps://financialservicesinc.ubs.com/fa/justinsteil/index.html, Vice PresidentWealth Management 504-595-5472hal.tabb@ubs.comhttp://financialservicesinc.ubs.com/team/bickhamtabbgroup/meetourteam.html, Account Vice President 602-957-5152thomas.tenney@ubs.comhttp://financialservicesinc.ubs.com/team/digraziatenney/meetourteam.html, Vice PresidentWealth Management 404-760-3370kristi.thelen@ubs.com, Financial Advisor 314-746-4168timothy.torretta@ubs.comhttp://financialservicesinc.ubs.com/team/kwmgroup/meetourteam.html, Financial Advisor 281-362-2250robert.vaughan@ubs.comhttp://financialservicesinc.ubs.com/team/wicg/meetourteam.html?start=/team/wicg, Senior Vice PresidentWealth Management 781-982-3627roger.vierra@ubs.comhttp://financialservicesinc.ubs.com/team/vierragroup/meetourteam.html?start=/team/vierragroup, Vice PresidentWealth Management 415-954-6700victor.villagracia@ubs.comhttp://financialservicesinc.ubs.com/team/alphagroup/index.html?start=/team/alphagroup, Senior Vice President Wealth Management 406-238-1756todd.h.vralsted@ubs.comhttp://financialservicesinc.ubs.com/team/montanawealthadvisors/index.html, Senior Vice PresidentWealth Management 404-848-8526ray.vuicich@ubs.comhttp://financialservicesinc.ubs.com/team/buckhead/, Vice President - Wealth Management Wealth Advisor 239-254-7102richard.weisberg@ubs.com, Senior Vice PresidentWealth Management 281-362-2250jon.willhite@ubs.comhttp://financialservicesinc.ubs.com/team/wicg/meetourteam.html?start=/team/wicg, Vice PresidentWealth Management 863-295-9052mark.d.williams@ubs.comhttp://financialservicesinc.ubs.com/fa/markdwilliams/associates.html?start=/fa/markdwilliams, Senior Vice PresidentWealth Management 404-760-3370allen.wright@ubs.com, First Vice President Wealth Management 415-954-6700michael.yochum@ubs.comhttp://financialservicesinc.ubs.com/team/alphagroup/index.html?start=/team/alphagroup, First Vice PresidentWealth Management 312-525-4189limei.yu@ubs.comhttp://financialservicesinc.ubs.com/team/banasyu/meetourteam.html, Senior Vice President - Wealth Management 212-713-9248kenji.yoshikawa@ubs.comhttp://financialservicesinc.ubs.com/fa/kenjiyoshikawa/index.html, Senior Vice PresidentWealth Management 908-789-3177christopher.zangari@ubs.comhttps://financialservicesinc.ubs.com/team/northeastfinancialgroup/meetourteam.html. Member FINRA. CFP Board's Trademark Disclaimer. Should I coordinate my retirement savings with my spouse's? Member FINRA, Expiration:4/30/2023 Approval date:4/21/2022 Review Code:IS2202230. Together, you and your UBS Financial Advisor can help prepare your financial life for today, tomorrow and generations to comeso you can stay focused on what matters most, no matter what the markets are doing. 17.10. UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Michael Thrasher | Nov 02, 2018. It is important that you understand the ways in which we conduct business, and that you carefully read the agreements and disclosures that we provide to you about the products or services we offer. As an individual considering a rollover from your employer's 401(k) or other retirement plan to a UBS IRA, it's important that you understand all of your options as well as the costs associated with a UBS IRA. Disclosures. 2003 - 2007. . At the end of the day, it's not just about wealth. Suite 303. "The biggest problem with the way people treat their 401 (k) retirement savings accounts with former employers is that they ignore them altogether," says Laura Davis, a . stream Plan documents typically outline the type of 401k chosen - traditional, Safe Harbor or automatic - and key details, such as employee eligibility, contribution levels, etc. CFP Board's Trademark Disclaimer. Why are you reporting? This graph represents the various sources of income in retirement. It should be noted that UBS has a major presence in the US with their headquarters located in New York City, while the Weehawken, New Jersey location is for private wealth management advisory. Ensures original liens are received. You've worked hard and carefully invested to ensure that you'll live life on your terms inretirement, but how can you be sure it will be the sameretirementyou had always envisioned? employees enjoy the benefits of a workplace retirement plan and the tax-deferred advantages of a typical 401(k) plan. You can revoke your consent to receive emails at any time by using the Unsubscribe link, found at the bottom of every email. The Employee Retirement Income Security Act of 1974 (ERISA), its corresponding For more information, please review client relationship summary provided atwww.ubs.com/relationshipsummary, or ask your UBS Financial Advisor for a copy. The following UBS documents can help inform your decisions: 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. In a partnership with UBS Financial, the AHMI plan allows hardwood companies to pool existing retirement accounts or start new programs for employees. A merger of UBS Group AG with Credit Suisse Group AG is "plan A" for Swiss regulators seeking to shore up confidence in the nation's banking system, the Financial . but the payment of your retirement benefit under the Plan has not begun. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. The 401(k) plan administrator duties are many, but can be broken down into two main functions - ongoing administration work and annual compliance work. @vu=E_XS3GT/vW#vk 8. Include your account number in the memo section of the check. Employee Benefits May Include the following: 401k, Pension, Retirement, Retiree, Health Insurance, Medical, Vision, Dental, IRA, Competitive Base Pay, Quarterly Bonus, Paid Time Off, Weekly Pay, Medical, Dental, Vision, Insurance, Health Savings Account, Flexible Spending Accounts, Short-Term and Long-Term Disability, Paid Family Medical Leave, Bereavement, Jury Duty and Parental Leave, Life, Dependent and Accident Insurance, Critical Illness Insurance, Savings Plan 401(k), Company Paid Retirement Benefit, Employee Stock Purchase Plan, Paid Holidays, Flexible Spending Accounts (FSAs), Health Savings Account (HSA), Time Off and Flexible Days, Group Legal Plan, Group Home Auto Insurance, Pet Insurance, Employee Discounts, Adoption Reimbursement, Tuition Reimbursement and Student Loans, Well-Being Programs, etc. Cloudflare Ray ID: 7a9cf2b42ff52a2a But the payment of your retirement benefit under the plan has not begun from thousands of data is! 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