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    November 12, 2020
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Am I meeting my fiduciary obligations as a retirement plan sponsor? We can help with a plan consultation As a retirement plan sponsor, you're faced with constant change and complexity in managing your fiduciary responsibilities, as well as helping employees maximize their retirement savings. An experienced Retirement Plan Consultant at UBS can help with a consultation and review of best practices. We can help you: - Enhance your plan without changing providers - Conduct a service provider replacement search - Select and review investments - Evaluate plan expenses - Review and establish new plan features - Educate and help prepare employees for retirement UBS has delivered retirement plan consulting services for more than 30 years as a fiduciary.* As one of the world's leading wealth managers** your employees may benefit from education based on our keen financial insights. Let's start a conversation. Contact UBS Retirement Plan Consulting Services or visit us at ubs.com/rpcs. Justin Steil, CRPS First Vice President-Wealth Management 440 Monticello Avenue, 20th Floor Senior Retirement Plan Consultant UBS Financial Services Inc. Norfolk, VA 23510 justin.steil@ubs.com 757-624-3390 UBS ubs.com/faljustinsteil For broker-dealer and plan sponsor use only. * UBS Financial Services Inc. has provided fiduciary advice to retirement plans for over 30 years. To check the background of a UBS Retirement Plan Consultant, please see brokercheck.finra.org. ** Scorpio Partnership's Global Private Banking Benchmark 2018 rank of global wealth managers by assets under management. For more information, please visit www.scorpiopartnership.com/press/2018-benchmark. The UBS Retirement Plan Consulting Services is an investment advisory program. Details regarding the program including fees, services, features and suitability are provided in the ADV Disdosure. UBS Financial Services Inc., its affiliates and its employees are not in the business of providing tax or legal advice. Clients should seek advice based on their particular circumstances from an independent tax advisor. As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that dients understand the ways in which we conduct business, that they carefully read the agreements and disdosures that we provide to them about the products or services we offer. For more information, please review the PDF document at ubs.com/relationshipsummary. For designation disdosures, visit ubs.com/us/en/designation-disclosures. © UBS 2020. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIP. CJ-UBS-108791573 Exp.: 09/30/2021 Am I meeting my fiduciary obligations as a retirement plan sponsor? We can help with a plan consultation As a retirement plan sponsor, you're faced with constant change and complexity in managing your fiduciary responsibilities, as well as helping employees maximize their retirement savings. An experienced Retirement Plan Consultant at UBS can help with a consultation and review of best practices. We can help you: - Enhance your plan without changing providers - Conduct a service provider replacement search - Select and review investments - Evaluate plan expenses - Review and establish new plan features - Educate and help prepare employees for retirement UBS has delivered retirement plan consulting services for more than 30 years as a fiduciary.* As one of the world's leading wealth managers** your employees may benefit from education based on our keen financial insights. Let's start a conversation. Contact UBS Retirement Plan Consulting Services or visit us at ubs.com/rpcs. Justin Steil, CRPS First Vice President-Wealth Management 440 Monticello Avenue, 20th Floor Senior Retirement Plan Consultant UBS Financial Services Inc. Norfolk, VA 23510 justin.steil@ubs.com 757-624-3390 UBS ubs.com/faljustinsteil For broker-dealer and plan sponsor use only. * UBS Financial Services Inc. has provided fiduciary advice to retirement plans for over 30 years. To check the background of a UBS Retirement Plan Consultant, please see brokercheck.finra.org. ** Scorpio Partnership's Global Private Banking Benchmark 2018 rank of global wealth managers by assets under management. For more information, please visit www.scorpiopartnership.com/press/2018-benchmark. The UBS Retirement Plan Consulting Services is an investment advisory program. Details regarding the program including fees, services, features and suitability are provided in the ADV Disdosure. UBS Financial Services Inc., its affiliates and its employees are not in the business of providing tax or legal advice. Clients should seek advice based on their particular circumstances from an independent tax advisor. As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that dients understand the ways in which we conduct business, that they carefully read the agreements and disdosures that we provide to them about the products or services we offer. For more information, please review the PDF document at ubs.com/relationshipsummary. For designation disdosures, visit ubs.com/us/en/designation-disclosures. © UBS 2020. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIP. CJ-UBS-108791573 Exp.: 09/30/2021