$6 trn
UBS Group invested assets
As of 12/31/2024
Our goal is to provide a personalized experience for your employees. Our aim is to grasp the essence of your company's culture and the needs of your employees. Once we have a clear understanding of your company culture, we formulate a customized plan to assist you and your participants. This plan may entail assessing and bench marking your 401k, servicing your executives, or educating your ESOP participants and reviewing distribution options. We offer both in-person and online seminars. Our best clients elect to provide live one-on-one coaching for all employees with our financial wellness program. Once we understand your company’s needs, we become an extension of your HR team offering support and advice while enriching your corporate culture. As an experienced and dedicated team, we leverage the vast resources and strong financial backing of a powerful global leader to help support your organization.
Planning for retirement can be complex, but our team can help bring clarity and confidence to the process. Through customized advice, our team can help guide you through every aspect of retirement plan design, management, and education. We act as a dedicated team, empowering clients to make strategic decisions that support long-term financial wellness for their employees.
We focus on a collaborative approach that looks at all of the moving parts of your company retirement plan. This assessment helps us make more informed and tailored recommendations about streamlining design, provisions, budgets, regulatory compliance recordkeeping and, most important, retirement planning education for employees.
What is a “mega backdoor Roth conversion”?
A mega backdoor Roth conversion is a strategy where you use after-tax contributions as a “backdoor” for getting funds into a Roth retirement account, even when you have already maximized your capacity to make direct Roth contributions.
How to use the “backdoor Roth IRA” strategy
For the 2025 tax year, you can contribute up to $7,000 ($8,000 if you are age 50 or older) to your IRAs. If you are in a high-income family—as measured by your modified adjusted gross income (MAGI)—your ability to contribute directly to a Roth IRA may be limited.
To help you determine which benefits you need—and how much you should choose—this report will walk you through the process of making benefit decisions via the lens of your financial plan. Our hope is that this guide will help to clarify and simplify the process of choosing your work benefits, as well as give you a framework for fully appreciating the value that each benefit has to offer.
Our team can help you determine the role your equity awards will play in your financial plan to help you achieve your goals. We aim to serve as a resource to help you navigate the complexities of equity compensation. By working with us, you can gain a team of thought leaders dedicated to empowering you with confidence around your equity decisions.
If you receive equity awards from your employer, either automatically or voluntarily, it's important to take the time to understand how the plan or program works. Gather the details of your equity compensation plan and share them with your financial advisor. If you are unfamiliar with your plan’s details, ask your employer if they offer educational materials and advice.
Monitor the amount of your wealth that’s held in your company’s stock. Your financial advisor can help you assess and manage the risks associated with holding a concentrated stock position in your portfolio.
When employees understand the value of their equity, work feels more rewarding UBS Equity plan services combine the power of people and technology, providing access to education, tools and professional guidance that meet your employees where they are, so they can do more with what you give them
Everyone’s financial journey is different. Our team believes that when companies provide their employees access to education, tools and professional guidance, everyone wins. By embracing a holistic approach, we help ensure that every conversation leads to long-term security for your workforce.
Use our four-point checklist to help you make work benefit decisions based on your family’s needs as well as your financial situation:
Coordinating with retirement plan sponsors, executive management, plan trustees, committees and external advisors, we can provide strategic guidance, education and investment oversight to support your regulatory governance. In addition, we develop financial wellness education for employees at all levels of your organization.
UBS Financial Wellness goes beyond financial education and literacy to help employees improve their overall financial health through actual results and behavior change. We empower your employees to develop a positive relationship with their money, building healthy financial habits through a mix of human guidance and digital resources.
The sale of an ESOP-owned company can be exciting while also bringing uncertainty to both management and employees. The employees may not understand what the ESOP is or how it has worked for their benefit. They may be confused about the distributions they will receive after the sale, and they may not understand the options available to them or have the knowledge to make informed decisions.
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
Creating a truly rewarding workplace
Your company’s success depends on attracting and retaining key talent. Everyone can flourish in a workplace where employees feel rewarded and want to stay. Together, we can help you create a truly rewarding workplace across a range of solutions.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
Kahner Segal Partners
