Advertisement

  • Published Date

    July 10, 2022
    This ad was originally published on this date and may contain an offer that is no longer valid. To learn more about this business and its most recent offers, click here.

Ad Text

Am I meeting my fiduciary obligations as a plan sponsor? We can help with a plan consultation As a retirement plan sponsor, you're faced with constant change and complexity in managing your fiduciary responsibilities as well as helping employees maximize their retirement savings. An experienced Retirement Plan Consultant at UBS can help with a consultation and review of best practices. We can help you Enhance your plan without changing providers - Select and review investments Evaluate expenses Review and establish new features Educate and help prepare employees for retirement UBS has delivered retirement plan consulting services for more than 30 years as a fiduciary. And, as UBS is one of the world's leading wealth managers," your employees may benefit from education based on our keen financial insights. Let's start a conversation. Contact The Banas-Yu Wealth Management Group or visit us at advisors.ubs.com/banasyu. Limei Yu, CIMA®, CRPS® Senior Vice President-Wealth Management Senior Retirement Plan Consultant Institutional Consultant 312-525-4189 limei.yu@ubs.com The Banas-Yu Wealth Management Group UBS Financial Services Inc. One North Wacker Drive Chicago, IL 60606 312-525-4500 800-621-0684 toll free advisors.ubs.com/banasyu Bob Banas, CRPS First Vice President-Wealth Management Senior Retirement Plan Consultant 312-525-4188 bob.banas@ubs.com UBS For broker-dealer and plan sponsor use only. "UBS Financial Services Inc. has provided fiduciary advice to retirement plans for over 30 years. To check the background of a UBS Retirem Plan Consultant, please see brokercheck.finra.org, **Scorpio Partnership's Global Private Banking Benchmark 2018 rank of global wealth managers by assets under management. For more information, please visit www.scorpiopartnership.com/press/2018-benchmark. The UBS Retirement Plan Consulting Services is an investment advisory program. Details regarding the program including fees, services, features and suitability are provided in the ADV Disclosure. UBS Financial Services Inc., its affiliates and its employees are not in the business of providing tax or legal advice. Clients should seek advice based on their particular circumstances from an independent tax advisor. 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. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. 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. For more information, please review the client relationship summary provided at ubs.com/relationshipsummary, or ask your UBS Financial Advisor for a copy. CIMA" is a registered certification mark of the Investments & Wealth Institute in the United States of America and worldwide. For designation disclosures, visit ubs.com/us/en/designation-disclosures. O UBS 2022. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC. C-2429644206/30/2021 Am I meeting my fiduciary obligations as a plan sponsor ? We can help with a plan consultation As a retirement plan sponsor , you're faced with constant change and complexity in managing your fiduciary responsibilities as well as helping employees maximize their retirement savings . An experienced Retirement Plan Consultant at UBS can help with a consultation and review of best practices . We can help you Enhance your plan without changing providers - Select and review investments Evaluate expenses Review and establish new features Educate and help prepare employees for retirement UBS has delivered retirement plan consulting services for more than 30 years as a fiduciary . And , as UBS is one of the world's leading wealth managers , " your employees may benefit from education based on our keen financial insights . Let's start a conversation . Contact The Banas - Yu Wealth Management Group or visit us at advisors.ubs.com/banasyu . Limei Yu , CIMA® , CRPS® Senior Vice President - Wealth Management Senior Retirement Plan Consultant Institutional Consultant 312-525-4189 limei.yu@ubs.com The Banas - Yu Wealth Management Group UBS Financial Services Inc. One North Wacker Drive Chicago , IL 60606 312-525-4500 800-621-0684 toll free advisors.ubs.com/banasyu Bob Banas , CRPS First Vice President - Wealth Management Senior Retirement Plan Consultant 312-525-4188 bob.banas@ubs.com UBS For broker - dealer and plan sponsor use only . " UBS Financial Services Inc. has provided fiduciary advice to retirement plans for over 30 years . To check the background of a UBS Retirem Plan Consultant , please see brokercheck.finra.org , ** Scorpio Partnership's Global Private Banking Benchmark 2018 rank of global wealth managers by assets under management . For more information , please visit www.scorpiopartnership.com/press/2018-benchmark . The UBS Retirement Plan Consulting Services is an investment advisory program . Details regarding the program including fees , services , features and suitability are provided in the ADV Disclosure . UBS Financial Services Inc. , its affiliates and its employees are not in the business of providing tax or legal advice . Clients should seek advice based on their particular circumstances from an independent tax advisor . 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 . Investment advisory services and brokerage services are separate and distinct , differ in material ways and are governed by different laws and separate arrangements . 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 . For more information , please review the client relationship summary provided at ubs.com/relationshipsummary , or ask your UBS Financial Advisor for a copy . CIMA " is a registered certification mark of the Investments & Wealth Institute in the United States of America and worldwide . For designation disclosures , visit ubs.com/us/en/designation-disclosures . O UBS 2022. All rights reserved . UBS Financial Services Inc. is a subsidiary of UBS AG . Member FINRA / SIPC . C - 2429644206 / 30 / 2021

OTHER PRINT ADS