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RETIREMENT PLAN SUPPORT & ADVISOR SERVICES Broker-Dealers – Wealth and Retirement Integration
UBS
Central Sales and Service Model
The retirement plan marketplace is changing at a rapid pace. Existing and new regulation makes it easier for employers to offer retirement plans and encourages employees to participate or increase participation in company-sponsored plans. UBS is uniquely positioned with resources and solutions that can enable all UBS advisors to support their corporate clients of all sizes and their employees be better prepared for retirement. The Central Sales and Service team within UBS Workplace Wealth Solutions can partner with all UBS advisors to empower them to offer retirement plans, even if the advisors are not specialized in this area. In addition to prospecting and selling, the team can serve as a relationship manager for the plan, as an extension of the financial advisor’s team.
UBS Workplace Wealth Solutions collaborates with corporate clients to deliver customized solutions across a range of programs for the workplace, including financial wellness, retirement and equity plans. We currently provide more than 10,000 employers and their two million employees in over 150 countries with access to financial knowledge, benefits programs that prepare them for retirement, and an integrated experience that combines the right mix of people and technology. We work side-by-side with our clients so that everyone feels rewarded at work and optimistic about realizing their long-term financial goals. ubs.com/workplacesolutions
153 WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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