Items of Impact
Keeping retirement plan documents current
The second quarter of 2025 saw little legislative and governmental regulatory activity in the retirement plan area. So this month, we’re offering a helpful reminder of your responsibility as a plan sponsor to keep your plan documents updated for current laws, as well as some upcoming deadlines you should know to amend and restate 401(k) and 403(b) plans to comply with IRS rules.
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.
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.
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