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What is a UBS 401(k) plan?

The UBS 401(k) Plan (the “Plan”) is a qualified retirement savings plan that enables you to invest a portion of your own pay along with the firm’s contributions. By calling Benefits Express at +1-888-251 2500. Representatives are available 9:00 a.m. – 7:00 p.m., ET, Monday through Friday.

What are the trading rules for the UBS 401(k) plan?

The UBS 401(k) Plan has trading rules that limit when and how often you can transfer into and out of most of the Plan’s investment options. Please refer to Alight Worklife website for more information regarding these restrictions.

Will UBS match my 401(k)?

If you are actively contributing to the 401(k) Plan, UBS will also contribute to your retirement savings. UBS will fully match every dollar you contribute to the Plan, up to 6% of eligible compensation, to an annual maximum $8,000 in 2023.

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