Uniglobal Pension Planning, Inc. - Corporate 401(k) Retirement Plan Design and Compliance Solutions

Uniglobal recognizes its close connection with the Financial Advisor community as not just a connection but a mutual benefit. We have a dedicated advisor arena wherein you can monitor, view, and interact with retirement plan clients like never before.

Uniglobal has created a secure venue, from which you, the advisor, are continuously kept informed. As a member of uniglobalretirement.com and an advisor to at least one plan with Uniglobal, you automatically are alerted to changes in plan operations and amendments. In addition to being kept notified, as often as you choose, we provide you with all upcoming enrollment dates and the best time to contact a client for their portfolio review.

Our enrollment calendar provides you with the most accurate data to schedule the next enrollment meeting or a portfolio review of the core funds in your client's retirement plan. Our calendar offers the perfect opportunity to help you stay in contact. As shifts in plan design or operation occur, postings become available for view. Advisors are notified when any changes are made concerning their retirement plan clientele.

Our independence from providers allots for unbiased administration and accounting across any investment platform chosen for retirement plan clients. The team at Uniglobal has experience with virtually all providers, including some of the top in the business:

Using your advisor account with Uniglobal, you can complete and submit securely an online RFP (Request For Proposal) directly to us. This feature of the site allows you to quickly and efficiently send information to us so that we may design the right plan options for your potential or existing client. Uniglobal is committed to service let us show you how we can help you and your business grow.

Uniglobal Services for Advisors