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