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Employee Benefit Services

Individual Retirement Accounts

Whether you are opening your first retirement account, making an annual contribution, transferring or converting an existing account or rolling over an employer-sponsored retirement plan, we offer alternatives to meet your individual situation.

  • Traditional IRAs
  • Roth IRAs
  • Self Directed IRA
  • A self-directed IRA is ideal for those individuals comfortable with making their own investment decisions. We provide the capabilities you need to plan and manage your retirement portfolio.
  • Mutual Fund Services
  • Brokerage Services

Working with Third Party Administrators

We provide third party administrators (TPAs) with flexible processing solutions that maximize efficiency, accuracy, and revenue.

  • Mutual fund trading and settlement
  • Trades processed through the National Securities Clearing Corporation (NSCC)
  • Plan level or omnibus trading available
  • Multiple recordkeeping formats
  • Fully integrated with trust accounting systems

Trustee Services

We can do it all... allowing you to make your customer relationship stronger.

  • Directed trustee and custodial services
  • Complete trust accounting and reporting
  • Contribution processing from checks, wires, or ACH transfers
  • Distribution processing includes tax withholding and 1099 reporting
  • Trust and custody services for non-mutual fund assets
  • Employer stock
  • Pooled funds
  • Separately managed accounts
  • Self-directed brokerage accounts

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©2020 Union Bank & Trust. All Rights Reserved

Products and services offered through the Trust Division of Union Bank & Trust are not insured by FDIC, are not a deposit or other obligation of, or guaranteed by, the depository institution, and are subject to investment risks including possible loss of the principal amount invested.