LESS HASSLE, MORE VALUE!

MEMBER BENEFITS

No Annual Audits (can save $5,000 to $12,000/yr.)

Cost Savings on Investments

No Individual Form 5500 Reporting

Less Plan Maintenance

Customizable Plan Features

Reduced Fiduciary Liability

WHY CHOOSE THE UMA MULTIPLE EMPLOYER PLAN 401(k)?

A Plan That's Right for Your Company

Security: Transamerica®, one of the world's leading financial services companies with more to 19.5 million customers, provides the investment platform for the  the UMA Multiple Employer Plan 401(k).


Personalization: The UMA 401(k) lets companies tailor options precisely to their needs.


Access: The UMA 401(k) makes you eligible for large group plan designs and more comprehensive benefits that many companies would otherwise not have access to.


Options: Adopting groups may customize their plan features to meet their specific needs.


Ease: The Altura Benefits UMA team stands ready to answer questions and provide support to your HR staff as well as individual employees. The multiple employer plan prepares and submits the Form 5500 for you.


Affordability: Secure lower costs as well as potential tax benefits for your company. Companies subject to an annual audit avoid this requirement and save the associated cost when they participate in the UMA 401(k).


Protection: National Benefit Services (NBS) is the Plan Administrator and named 3(16) fiduciary responsible for managing the day to day operations of the plan. NBS performs all functions necessary to keep your plan compliant. Mesirow, the named 3(21) investment fiduciary is responsible for the selection and monitoring of the investment menu.


Job satisfaction: Employees value working for an employer with a retirement plan in place. In fact, 88% of workers value a 401(k) or similar plan as an important benefit, according to the 17th Annual Transamerica Retirement Survey of Workers.

Connect. Learn More.

To learn more about the value of multiple employer plans and the UMA Program, schedule an appointment with Altura Benefits' President, Craig Paulson.


Craig Paulson, Altura Benefits 

e. craig@alturabenefits.com 

tel. 801.263.2900  


Request more information or schedule a no-cost plan design evaluation.


        

Download Helpful Information

UMA_Transamerica_Benefits_MEP (pdf)

Download

UMA MEP Flyer_2019 (pdf)

Download

Contact Us

Connect with Craig Paulson at Altura Benefits to Learn More. Email: craig@alturabenefits.com

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UMA Multiple Employer Plan 401(k)

428 East Winchester Street, Suite 200, Salt Lake City, Utah 84107, United States

Call: 801.263.2900

Hours

Monday - Friday: 9am - 5pm