As we head into #MemorialDay weekend, we’re taking a moment to appreciate the people who make this work meaningful. From compliance reviews to plan design, our team handles the details so our clients can focus on the future. We take immense pride in supporting the people behind every plan and ensuring their goals are met. To our team and our clients: thank you for being part of our story. Have a wonderful and safe holiday weekend. #MakingRetirementWorkForEveryone #StrongerTogether
About us
Based in Melville, New York, UBP's team has built a reputation for delivering personalized service to each of their clients, endeavoring to give them a roadmap to retirement success. Proudly a Strongpoint Partner since July 2025.
- Website
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http://www.ubpensions.com
External link for United Benefit Pensions, a Strongpoint Partner
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Melville, NY
- Type
- Privately Held
Locations
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Primary
Get directions
175 Broadhollow Road
Suite 160
Melville, NY 11747, US
Employees at United Benefit Pensions, a Strongpoint Partner
Updates
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Automatic enrollment is now the law for most new retirement plans, and errors are more common than you'd think. Under SECURE 2.0, most new 401(k) and 403(b) plans must include automatic enrollment. The good news: correction options exist that can significantly reduce the cost of fixing mistakes. However, those options are time-limited. Here's quick compliance read covering what's required, what's exempt, and how to correct issues before the window closes. As always, we're here if you want to talk through any questions, so don't hesitate to reach out! #StrongerTogether #MakingRetirementWorkForEveryone
Automatic enrollment errors are more common than most plan sponsors realize. Under SECURE 2.0, the correction path you take depends almost entirely on how quickly you act. We put together a guide covering everything you need to know, from the no-cost safe harbor to the full 50% correction path. #MakingRetirementWorkForEveryone #StrongerTogether 👇 Swipe through below!
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We're proud to have Paul Carmichael, Matthew Phillips, and Joseph Cibirka leading the way as our Co-Principals. Each with roughly three decades in the field, they bring deep insight to the modern compliance challenges our clients face today — and beyond the technical expertise, they're true advocates for the employers and advisors we serve. Learn more about how they're making retirement work for everyone: https://lnkd.in/g2pajPsa #MakingRetirementWorkForEveryone #StrongerTogether
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It’s #NationalSmallBusinessWeek! We don't just work with small businesses – we work with the people who keep our local communities moving. Behind every small business is a team of people working toward a shared goal. We believe those teams deserve retirement plans that reflect their dedication: plans that are tailored, strategic, and easy to manage. Cheers to the builders and dreamers making it happen every day. We’re proud to be on your team! #MakingRetirementWorkForEveryone #StrongerTogether
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