This page is for anyone with a UBS 401(k) Plan ("Plan") account.

Please review the following communications for more details about the Plan.

• Key Dates—List of deadlines for making transactions or otherwise acting on your Plan account.
• Transition Guide—Key dates, required actions, investment information and Plan features.
• Self-Directed Brokerage—Learn what action must be taken before 1:00 p.m. ET on December 24.
• UBS 401(k) Plan Highlights—Summary of key Plan provisions.
• Investment Options Guide—Descriptions of the investments available in the Plan. 
• Combined Notice, which includes: 
  • Plan Designated Default Fund Notice—Information about how your contributions will be invested when you don’t have an investment election on file.
  • Participant Disclosure Notice—Details about fees associated with your Plan account.
  • Fidelity BrokerageLink® Fee Appendix—Fee information related to the self-directed brokerage account option in the Plan.
• Frequently Asked Questions—Answers to common transition questions.