Our Mission Statement To provide a complete Retirement Plan package, fully tailored to the needs of your firm and your employees by delivering personal service that is unparalleled in the industry. Making Your Company Stand Out In today’s competitive employment market, offering a great benefits package can really make your company stand out in the crowd. This is especially true for the investment benefits that will attract and keep some of your most talented and valuable employees – your retirement plan. Union Bank & Trust is dedicated to knowing the needs of your business in order to develop the plan that will achieve your business objectives which may include helping you attract and retain quality employees.

Podcasts LifeCycle Funds Common 401(k) Mistakes What You Need to Know About Retirement Your Retirement Game Plan Retirement Planning Do's & Don'ts

Most banks offer similar services. Its how these services are delivered and how the bank treats its customers that will set us apart. Union Bank is relationship-driven organization that knows and appreciates its customers. Our relationships are built on mutual trust and respect. We are confident you will determine Union Bank & Trust is the retirement plan services provider to best meet your needs. In today’s business environment, employers want to offer a retirement plan to their employees, but do not want the day-to-day responsibilities of maintaining the plan. Union Bank minimizes the administrative burdens associated with your retirement plan, ensures that your plan complies with Internal Revenue Service and Department of Labor (DOL) laws and regulations, and helps your employees appreciate their retirement benefits. Clients appreciate our level of customer service, flexibility and one-stop shopping.