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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.
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