POWER TO YOUR PEOPLE
Technology moves fast. We help you automate your benefit and HR programs and harness the power of technology so that you can put your people first.
Smart. Connected. Relational.
Retirement Planning
Empower your people, help protect your assets. Our full spectrum of retirement planning services will keep you informed, educated and ahead of the game.
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Employee Benefits
Go above and beyond. Our deep expertise in employee benefits, combined with our trusted voice give employers and HR departments confidence in their benefit strategies.
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HR Support Resources
We are an extension of your team, freeing up your time and allowing you to focus on mission-critical tasks - recruiting, upgrading skill sets, and employee engagement.
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Our Values
Our firm is based on the core values of independence, work ethic, trust, and long-term relationships. We strive to do the right thing for our clients - every time. In our own office, we seek to offer a creative, employee centric, open environment – and are looking for clients that do the same.
What`s New
June 2026: Employee Benefits Compliance Brief
An exclusive UBA Partner Firm monthly newsletter, focusing on one of your most important responsibilities — employer compliance. Employer Priorities IRS Releases 2027 HSA, HDHP, and Excepted-Benefit HRA Limits The IRS has announced the 2027 inflation-adjusted limits for health savings accounts (HSAs), high-deductible health plans (HDHPs), and excepted-benefit health reimbursement arrangements (HRAs). These updates provide […]
Spending Time in Nature to Boost Wellness
Many employees spend much of the day indoors, seated and connected to screens. While technology is essential to modern work, the human nervous system still benefits from physical movement, sensory variety, and moments of calm. Whether it’s a walk through a local park, a few quiet minutes outside during the workday, gardening after hours, or […]
Redesigning Benefits for a Multigenerational Workforce
For the first time in history, many employers are managing a workforce that spans five generations—from employees just entering the workforce to those delaying retirement well into their sixties and seventies. While this diversity can strengthen organizations through broader perspectives and experience, it is also reshaping how employers think about benefits. Traditional, “one-size-fits-all” offerings are […]