"I wanted to let you all know
how impressed we have been
with the 401K (and other)
services with Union Bank & Trust. You may not know, but we
looked at numerous banks
before we decided to go with
Union Bank. So we have seen a wide range of services and customer service offered.
By far, Union Bank has exceeded our expectations. Thanks for all your help in setting this up, we
are very satisfied
with our decision to go with
- Candice Mullendore, MS, OTR/L
Pediatric Therapy Center
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
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
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
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.
Information About Procedures For Opening A New Account—
To help the government fight the funding of terrorism and money laundering
activities, Federal law requires all financial institutions to obtain,
verify, and record information that identifies each person who opens
an account. What this means for you: When you open an account, we will
ask for your name, address, date of birth, and other information that
will allow us to identify you; we may also ask to see your driver’s
license or other identifying documents.
*Investment services offered through Union Bank & Trust Company’s
Investment products: Not FDIC Insured - No Bank Guarantee - May Lose