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UBS United States of America | United States of America
Does UBS create data for my 401 (k) plan?
The data provided here is provided to you as a participant in a 401(k) plan only for the purpose of analyzing your 401(k) choices and was not developed by UBS AG, UBS Financial Services, or any of their affiliates.
Can a quote be presented to a UBS client?
Under no circumstances may a quotation be given to a UBS customer. The information provided here is provided to you as a participant in a 401(k) plan only for the purpose of analyzing your 401(k) options and was not developed by UBS AG, UBS Financial Services, or any of their affiliates.
Is UBS Open on Labor Day 2022?
Have a Question? div>div>div> The New York and NASDAQ Stock Exchanges, as well as UBS Financial Services Inc. (UBS), will be closed on Monday, September 5, 2022 in commemoration of Labor Day. Throughout the whole observance, the UBS One Source website will be accessible. On Tuesday, September 6, 2022, representatives of the UBS Service Center will be accessible.
Should I rollover my 401(k) to a UBS IRA?
IRAs and 401(k)s are crucial components of an effective retirement and long-term financial strategy. It’s critical that you comprehend all of your options and the fees involved with a UBS IRA if you’re thinking of rolling over money from your employer’s 401(k) or other retirement plan to one.
How can a UBS Financial Advisor help with retirement planning?
A UBS Financial Advisor may work with you to develop a dynamic financial plan that you can modify as necessary to stay on track when economic events and your circumstances change, whether you are saving for retirement, transitioning to retirement, or living in retirement. Do I have enough money saved to retire in comfort?
Is UBS a fiduciary under ERISA?
In the new Retirement Plan Manager program, UBS will be allowed to provide employers with discretionary investment management services as a fiduciary under ERISA Section 3 (38) as opposed to as a so-called broker-of-record, which has no shared fiduciary obligation with plan trustees.