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Benefits & InsuranceBack

UBS

UBS is a forerunner in the corporate retirement planning industry with more than 1,400 retirement plans, representing more than $55 billion in plan assets. The KMBA Investment Consulting Group, a California based team within UBS, possesses a combined 30+ years of experience helping companies make their retirement plans successful in three critical areas: creating a customized Plan Management Roadmap, effective fiduciary governance, and actionable advice to help your employees prepare for retirement. Whether you are evaluating your current plan or looking to start a new plan, our mission is simple – to deliver the strengths it takes to make your plan the best it can be. CLSA members receive the following benefits:

  • Complimentary independent Retirement Plan Audit for current plans, which will address all fiduciary governance requirements as outlined by the DOL. $1,500 value.
  • Start-up retirement plans receive discounted start-up and administrative fees through select retirement plan providers.

For more information, please visit www.ubs.com/team/kmba/ or contact: Darin Beeghley at 619-557-2445 or darin.beeghley@ubs.com.