Corporate Retirement Plans
A retirement plan is one of the most valuable benefits an employer offers to attract and retain highly qualified individuals. Univest offers a full range of corporate retirement plans so we can meet each company's individual needs, such as pension plans, profit sharing and 401 (k) plans. Did you know that your corporate retirement plan can be funded by the employer, the employees or both?
Meet our Experienced Advisors
Our Corporate Retirement Plan Specialist is ready to help you with your corporate retirement plan needs.
Pension Plans
Univest is equipped to help employers, local governments, unions, not-for-profit organizations and associations manage the investments and administration of their sponsored defined benefit retirement plans. We offer guidance in asset allocation and security selection, and provide full reporting.
Profit-Sharing Plans
Profit-sharing plans allow employers to link the amount contributed to the employees' retirement plan directly to the company's success. In a poor year, the employer has no obligation to contribute. Employers can combine a profit-sharing and 401(k) plan to maximize tax-deferred savings for employees while controlling spending.
401(k) Plans
Over the past 20 years, defined contribution plans, where employees or participants drive not only their contribution but their retirement plan’s asset management, have become commonplace. 401(k) plans offer companies a cost effective employee benefit as an alternative to the traditional pension plan. Because employees change jobs more often today, they appreciate the portability of a 401(k) plan vs. losing pension benefits when they change jobs. Univest offers guidance in setting up these flexible plans, as well as reporting/administration and investment/fund selection and management.
For more information email, call 215.721.2453 or visit any one of our convenient Financial Service Centers located throughout Bucks and Montgomery Counties.
Securities and insurance products are offered through Univest Investments, Inc., Member FINRA and SIPC, a licensed subsidiary of Univest Corporation of Pennsylvania. They are not FDIC insured, are not a deposit of or bank guaranteed, and are subject to risks, including possible loss of principal amount invested.