At UBG, we believe retirement planning is one of the most important benefits a union can offer its members. Our Advisors are dedicated to making your retirement benefits meaningful, understood and valued by members.
The responsibility for preparing for retirement is shifting more and more to individuals; we help make sure your members are informed and equipped to take on that responsibility.
Our goal is to help you get the biggest bang for your buck. Plan design is critical. We get to know your Union and design a Plan that will best suit your needs. We’ll evaluate your current benefit offerings to determine whether any improvements can be made. Our strategies often lead to added value to your members without adding cost.
Education … the hallmark of our service. A customized and personal approach to education can increase participation and make your plan a meaningful benefit for members. We conduct free audience-segmented retirement planning workshops to give members an understanding of the impact their union negotiated benefit will play in their financial future. We also invite union members to meet with us individually (at no charge to the union or the member) to develop financial and insurance protection plans designed to better prepare them for the future.
Ongoing commitment. We are committed to providing ongoing service to you and your members. We provide administrative oversight. We review your Plan quarterly, and on an annual basis will provide a formal review and recommendations. We also serve as an ongoing resource to your members.
It’s what we do. At Union Benefits Group our advisors are solely focused on providing unions with quality, cost-effective retirement benefits that are understood and valued by members. Our team is highly trained in union negotiated benefits as well as Taft-Hartly plans and have experience providing comprehensive financial planning advice, asset allocation and investment strategies*. They understand the specific union contracts and how they apply to each member’s specific needs.
No matter how many members or where they are located, we’ll find you the benefits solutions that are right for your union.
SIDEBAR QUOTE: Because we work exclusively with unions and their members, we’ve developed keen insights that only “insiders” know. This allows us to be on-point with our recommendations and our educational initiatives.
*Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc., Member FINRA/SIPC, Rose Tree Corporate Center II, 1400 North Providence Road, Suite 1015, Media, PA 19063 (610) 891-9700. Union Benefits Group and all other entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.