Helping you create stronger plans. Helping employees secure their future.

A variety of retirement plan solutions can help meet the evolving needs of plan sponsors and prepare employees for a secure retirement.

We offer fiduciary services to retirement plans that range from consulting services to discretionary and nondiscretionary advisory programs. Depending on your organization鈥檚 specific needs, we have a solution for you.

Get in touch

We can help you pursue what matters

Let鈥檚 talk

How we work with you

Together we鈥檒l create a plan that helps you achieve the results you expect
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Tailored solutions

Our Retirement Plan Consulting Services听follow a prudent investment decision-making process with 麻豆社 acting as an ERISA fiduciary. In addition, we help plan sponsors manage plan complexity in the following areas:

  • Fiduciary governance
  • Plan health optimization
  • Participant retirement readiness

翱耻谤听Retirement Plan Guided Solutions听offer two investment advisory services that help you make key decisions that affect plan participants and reduce your fiduciary burden:

  • 麻豆社 Retirement Plan Manager鈥擠iscretionary investment management with 麻豆社 acting as an investment manager under ERISA Section 3(38)
  • 麻豆社 Retirement Plan Advisor鈥擭ondiscretionary investment advice with 麻豆社 acting as a nondiscretionary investment fiduciary under ERISA Section 3(21)
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Personalized service

As your dedicated team, we get to know you and your retirement plan needs. On an ongoing basis, we鈥檒l serve as your single point of contact, coordinating the services you need and saving you valuable time.

Plus you have the access to the vast resources of one of the world鈥檚 leading wealth managers.

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Participant engagement and retirement readiness

As a global wealth management firm, we have the resources and experience to help you deliver participant education.

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Our clients

We work with organizations of all sizes. From start-ups to Fortune 500 companies that include manufacturing, business, healthcare, professional services, and state and local government, plan sponsors throughout the US have chosen 麻豆社.

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Our people

You receive objective advice and specialized services from a highly experienced team. They鈥檙e focused on addressing a wide range of needs, from helping you manage plan fiduciary responsibilities to maximizing the benefits of your plan for employees.

Why choose 麻豆社 Retirement Plan Services-group meeting outdoor

Why choose 麻豆社 corporate retirement plan services

An established resource with the heritage of a global leader

  • 7000 +

    retirement plans, from
    small businesses to the
    Fortune 5001

  • $ 160 + billion

    麻豆社 Wealth Management Americas retirement plan听assets2

  • 30 + years

    providing investment听advice as a fiduciary听

More on the strength of 麻豆社

1 Source: As of December 31, 2024, based on 麻豆社 reporting. Represents number of advisors servicing and number of defined contribution plans served through our Retirement Plan听Consulting Services, Retirement Plan Advisor and Retirement Plan Manager programs.

2 Source: As of December 31, 2024, based on 麻豆社 reporting. Represents assets in defined contribution plans served through our Retirement Plan Consulting Services, Retirement Plan听Advisor and Retirement Plan Manager programs.

麻豆社 offers an extensive ecosystem of additional solutions

We help address your needs beyond the workplace by coordinating access to 麻豆社鈥檚 expertise across the firm, including:

  • Wealth management
  • Asset management
  • Investment banking
  • Research
  • CIO thought leadership
  • Employee financial wellness
  • Employee financial education
  • Equity plans
  • Tailored solutions for executives
  • Retirement plan and institutional consulting
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Explore more

Learn more about the financial solutions and services that support our institutional and individual clients

Insights for you

Thoughtful perspectives on the issues that matter to you

麻豆社 Workplace Voice

Our publication series keeps you up-to-date on key trends in the workplace.听Gain insights into employee and employer attitudes and behaviors about workplace听benefits, such as equity awards, financial wellness and retirement.

麻豆社 Workplace Voice-three co-workers talking

Other insights

Get in touch

Together, we can help you pursue what matters
Let's talk

Financial wellness

Financial Coaches are Registered Representatives of 麻豆社 Financial Services Inc. Member FINRA/SIPC.

Initial private assessments and follow-up appointments with 麻豆社 Financial Coaches are available at no cost as part of your employees鈥 benefits program. We will jointly determine where they are today, discuss their goals and establish personalized next steps for their journey. Should they choose 麻豆社 to help them implement any of the strategies, additional fees will apply and will be discussed if they choose 麻豆社.

Personalized investment advice and access to the firm鈥檚 other products and services require completion of a full-service account application and are available to residents of the US and limited jurisdictions outside the US.

Retirement plan consulting

麻豆社 Retirement Plan Consulting Services, 麻豆社 Retirement Plan Advisor, and 麻豆社 Retirement Manager programs are investment advisory programs. Details regarding the programs including fees, services, features and suitability are provided in the Form ADV Disclosure, which can be accessed at ubs.com/accountdisclosures.

Institutional consulting

麻豆社 Institutional Consultant(s) is defined as a Financial Advisor designated by 麻豆社 Financial Services Inc. as an Institutional Consultant or Senior Institutional Consultant.鈥

麻豆社 Institutional Consulting program is an investment advisory program. Details regarding the program including fees, services, features and suitability are provided in the Form ADV Disclosure, which can be accessed at .

Institutional investment banking services are provided by 麻豆社 Securities LLC, a subsidiary of 麻豆社 Group AG. Member FINRA/SIPC.

Asset management services are provided by 麻豆社 Asset Management (US) Inc, a subsidiary of 麻豆社 Group AG. Member FINRA/SIPC.

Neither 麻豆社 Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

There are two sources of 麻豆社 research. Reports from the first source, 麻豆社 CIO Wealth Management Research, are designed for individual investors and are produced by 麻豆社 Wealth Management Americas (which includes 麻豆社 Financial Services Inc. and 麻豆社 International Inc.) and 麻豆社 Wealth Management. The second research source is 麻豆社 Investment Research, and its reports are produced by 麻豆社 Investment Bank, whose primary business focus is institutional investors. The two sources operate independently and may therefore have different recommendations. The various research content provided does not take into account the unique investment objectives, financial situation or particular needs of any specific individual investor. This material is not independent research and not subject to regulatory rules regarding research in the US. This material is intended for educational purposes only. If you have any questions, please consult your Financial Advisor. 麻豆社 Financial Services Inc. is a subsidiary of 麻豆社 Group AG and an affiliate of 麻豆社 International Inc.

Fortune 500 is a trademark of Fortune Media IP Limited.

This is for informational and educational purposes only and should not be relied upon as investment advice or the basis for making any investment decisions. It has not been prepared with regard to the specific objectives, financial situation or particular needs of any specific person. No representation or warranty, either express or implied, is provided in relation to the accuracy, completeness or reliability of the information contained herein. Any opinions expressed are subject to change without notice and may differ or be contrary to opinions expressed by other business areas or groups of 麻豆社.

Important information about brokerage and advisory services. As a firm providing wealth management services to clients, 麻豆社 Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that you understand the ways in which we conduct business and that you carefully read the agreements and disclosures that we provide about the products or services we offer. For more information, please review client relationship summary provided at .

漏 麻豆社 2026. The key symbol and 麻豆社 are among the registered and unregistered trademarks of 麻豆社. All rights reserved. 麻豆社 Financial Services Inc. is a subsidiary of 麻豆社 Group AG. Member FINRA. Member SIPC.

Expiration date: 6/9/2026.听Review code: 4513279

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