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Items of Impact

More SECURE 2.0 provisions go into effect for 2025

There are more provisions from the SECURE 2.0 Act of 2022 going into effect in 2025, including changes to mandatory automatic enrollment, increased catch-up contributions, and more.

Retirement Plan Experts

Responsive service from local experts

When you have questions or need help with your plan, your relationship manager is easy to reach. Like Stacy, who’ll work closely with you to ensure your plan stays in compliance. Since UBT is the only bundled retirement plan provider in Nebraska that does not outsource, help is local and only a phone call or email away.

Stacy Gutschenritter Headshot square 2023
Looking for a retirement plan administrator?

A retirement plan from UBT bundles everything you need to bolster your business’s benefit offerings. You won’t just keep people, you’ll keep them happy.

Annual Dollar Limits

Stay current on annual contribution limits

Investment products: Not FDIC Insured — No Bank Guarantee — May Lose Value.