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Retirement Plan Services
As a psychologist, especially if you're in independent practice, you may need to devise your own retirement plan and possibly one for your partners or employees.

The Trust knows how important financial planning and saving during your working years can be to a comfortable and secure retirement. With so many complex investment strategies to consider, you may need professional assistance building a plan that fits your lifestyle, business model, and retirement horizon.

To help you make sound decisions regarding your financial future, The Trust has endorsed UBS Financial Services as its provider of retirement investment advisory and plan administration services for individuals as well as businesses and employees looking to strategically save for the future. Whether you are considering a plan for the first time or evaluating an existing one, UBS can help you understand the alternatives and key elements of available options.

These include:

  • 401(k) Plan
  • Simplified Employee Pension Plan (SEP-IRA)
  • Savings Incentive Match Plan for Employees
  • Profit Sharing/Defined Benefit Plan
To learn more and to be put in touch with The Trust's retirement advisors and administrators, write to retirement@trustinsurance.com, or call 888-751-0287.


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