Focus-on-U Education
Your plan participants need access to reliable tools and information to achieve their retirement plan goals. That is why we developed the Focus-on-U Participant Services Program. This program consists of comprehensive participant communication and educational services designed to help participants achieve their retirement objectives.

The Focus-on-U Program includes:

• AutoRetire Program
• Enrollment Services
• Participant help line
• Participant education and communication
• Participant statements
• Website Access
• 24-hour, toll-free account information by phone
• Quarterly Money Matters newsletter

Investments for everyone
Union Bank and Trust recognizes that all participants are not the same. Every employee group has individuals that have strong knowledge and experience in managing their investments and some who prefer to take a “hands-off” approach. The Union Bank team can structure your investment choices to meet every type of employees investment style and experience. From the Lifecycle funds to our complete list of mutual fund choices, we will structure your plan to allow your employees to maximize their skills and meet their objectives.