You have to put the heart in the business and the business in your heart.

Thomas J. Watson, Sr., former President, IBM

What We Do

Uniglobal offers a wide range of solutions and services for both corporations and Financial Advisors. From the design process to implementation and administration, our team delivers outstanding service and unparalleled attention, whatever your retirement needs.

Plan Sponsors and employers are provided with a full suite of services from Uniglobal, including:

  • Retirement Plan Design/Conceptualization
  • Consulting Services: Regulatory Compliance Consulting
  • Plan Implementation and Enrollment Execution
  • Discrimination Testing
  • Compliance Services and Testing
  • Financial Administration, Accounting, and Reconciliation of Retirement Plans
  • Form 5500 Signature-Ready Preparation
  • Valuation Reporting
  • Secure Data Imaging, Storage, and Recordkeeping
  • Redundant Secure Off-Site Document Storage (Virtual and Hard-Copy)

We invite you to learn more about how Uniglobal can help your company.

For the Financial Advisor community, Uniglobal is equally committed. Assisting each agent, our team will work with you one-on-one towards a mutual goal - successful retirements for everyone.

Our services, both online and off, are available as part of our commitment to not only you but those plan sponsors and participants you advise. Retirement plan consultation, on-going client relations, enrollment preparation and meetings are but a few responsibilities agents have turned to Uniglobal for guidance and assistance. How might we be of service?