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.
Learn More
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.
Learn More
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.
Learn More
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
April 2026: Employee Benefits Compliance Brief
An exclusive UBA Partner Firm monthly newsletter, focusing on one of your most important responsibilities — employer compliance. Employer Priorities DOL Extends PBM Fee Disclosure Rule Comment Period The Department of Labor has extended the deadline to April 15, 2026, for comments on its proposed rule requiring greater transparency in pharmacy benefit manager (PBM) compensation. […]
Guiding Better Benefit Decisions
Employees don’t experience their benefits all at once. They encounter them in moments — when a bill arrives, when a provider is chosen, or when an unexpected health issue surfaces. Yet, benefits communication is still heavily focused on enrollment, leaving employees without guidance when decisions are made. That gap can be costly. Over 60% of […]
Managing Digital Fatigue in the Always-On Workplace
Constant connection has become the norm and is quietly reshaping how employees experience their workdays. From back-to-back meetings to nonstop notifications, the modern work environment often leaves little room for mental recovery. While technology has improved efficiency and flexibility, it has also introduced a new kind of strain: digital fatigue. Studies suggest the average employee […]