$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
Delivering our strengths
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.
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.
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.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
Kahner Segal Partners