Workplace Wealth Solutions: Attract key talent. Build employee loyalty.

Create a truly rewarding workplace through employee benefits.

Video Player is loading.
Current Time 0:00
Duration 0:00
Loaded: 0%
Stream Type LIVE
Remaining Time 0:00
 
1x
  • Chapters
  • descriptions off, selected
  • captions off, selected

      Your company’s success depends on attracting and retaining key talent. Everyone can flourish in a workplace where employees feel rewarded and want to stay. And that motivates your employees to give their best.

      We work closely with you to create a truly rewarding workplace across a range of solutions. And as part of one of the world’s leading wealth managers, you can feel confident about the resources and guidance that you and your employees get.

      Financial wellness

      Helping your employees take control of their financial future

      Everyone’s financial journey is different. We believe that when companies provide their employees access to education, tools and professional guidance, everyone wins.

      We help empower employees at all ages and income levels to build healthy financial habits and improve their relationship with their money, so they can take more control of their financial future.

      Why work with us

      Why work with us

      We create change where it matters. A human approach combined with our robust digital resources meets your employees where they are.

      UBS Financial Coaches*

      Unlimited access to guidance and education across all aspects of financial life

      Proactive engagement

      Ongoing outreach to educate and encourage conversations with our financial coaches

      Digital resources

      Educational content in various formats on a range of topics and access to digital resources, such as estate planning and student loan repayment solutions.

      Live webcasts

      Educator-led webinars to engage and educate employees in all aspects of financial wellness.

      Retirement plan services

      Helping you create a stronger plan

      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’s specific needs, we have a solution for you.

      Why work with us

      Why work with us

      We work with you on an ongoing basis to create a plan that pursues the results you expect

      consulting

      Tailored solutions

      Our Retirement Plan Consulting Services approach follows a prudent investment decision-making process with UBS 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

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

      • UBS Retirement Plan Manager—Discretionary investment management with UBS acting as an investment manager under ERISA Section 3(38)
      • UBS Retirement Plan Advisor—Nondiscretionary investment advice with UBS acting as a nondiscretionary investment fiduciary under ERISA Section 3(21)

      Personalized service

      As your dedicated team, we get to know you and your retirement plan needs. We’ll 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’s leading wealth managers.

      Participant engagement & retirement readiness

      We have the resources and experience as a global wealth management firm to help you deliver participant education through a personal, human touch and a digital experience

      Equity plan services

      Combining the power of people and technology

      How rewarding can your equity plan be? That’s the question we ask ourselves every day. It’s led to solutions that help simplify plan management and create positive impact for companies big and small.

      We empower your employees to realize the full value of their awards with access to education, tools and professional guidance that meet employees where they are, so they can do more with what you give them.

      Why work with us

      Why work with us

      Here’s how our people and technology empower you—and your employees

      Technology for companies

      • Simple, customizable platform
      • Seamless data integration and automated workflows
      • Drag-and-drop reporting
      • Electronic form filing
      • Multiple sandbox capabilities
      • Cloud-based technology

      Technology for participants

      • Intuitive site helps employees manage awards
      • Trade online or via phone at the same price
      • Videos, graphics and more on important topics
      • Link other accounts to see the bigger picture1
      • Tools to help employees track their money1

      People for companies

      • Dedicated onboarding support
      • Flexibility to meet your unique needs
      • A team with decades of experience

      People for participants

      • Access to UBS Financial Advisors
      • Holistic guidance that goes beyond equity awards
      • Ability to book an appointment or call
      • Available to all levels of employees

      Institutional consulting

      Helping you realize your organization’s long-term vision

      UBS Institutional Consulting offers customized solutions centered on your evolving needs from experienced teams.

      You can expect a disciplined consulting process backed by a global wealth management firm. Put our vast resources—including our intellectual capital—to work in helping you realize your vision.

      Why work with us

      Why work with us

      Right from the start, we focus on learning everything we can about your organization. To support you in your fiduciary role, we define and document our fiduciary role, always with high-touch, responsive service.

      Investment policy planning assistance

      • Assess current situation
      • Risk/reward profile
      • Assistance with investment policy development and review

      Asset allocation modelling

      • Asset allocation analysis
      • Overall portfolio design
      • Active vs. passive management

      Investment manager identification

      • Investment manager strategy & advice
        • Search
        • Identification
        • Recommendation
      • Cost analysis

      Ongoing consulting and measurement

      • In-depth portfolio and manager review and analysis
      • Strategic and tactical rebalancing
      • Committee education

      Insights for you

      Thoughtful perspectives on the issues that matter to you

      UBS Workplace Voice

      Skateboarding with a laptop and tablet in hands of a woman and a man

       

       

      UBS Workplace Voice

      Our publication series keeps you up-to-date on key trends in the workplace.

      Gain insights into employee and employer attitudes and behaviors about workplace benefits, such as equity awards, financial wellness and retirement.

      Get in touch

      Together, we can help you pursue your goals

      Financial wellness

      Retirement plan consulting

      Equity plan

      Institutional consulting