These changes affect the: 

  • UBS 401(k) Plan
  • UBS Puerto Rico 401(k) Plan
  • Credit Suisse 401(k) Plan

This site is intended to provide useful information, key dates and actions to help you navigate this transition. The transition is expected to be complete during the week of January 10, 2027. 

Important: If you have the self-directed brokerage account at Alight, take action before 1:00 p.m. ET on December 24, 2026. Click here to learn more.

UBS 401(k) Plan: Key Dates

Click here for all key dates related to the UBS 401(k) Plan transition.

UBS Puerto Rico 401(k) Plan: Key Dates

Click here for all key dates related to the UBS Puerto Rico 401(k) Plan transition.

Credit Suisse 401(k) Plan: Key Dates

Click here for all key dates related to the merger of the Credit Suisse 401(k) Plan into the UBS 401(k) Plan.

Key dates for UBS 401(k) Plan
Key dates for Puerto Rico 401(k) Plan
Key dates for Credit Suisse 401(k) audience