This page is for anyone with a balance in the Credit Suisse 401(k) Plan, as of 4:00 p.m. ET on December 31, 2026. 

Please review the following for details about the merger of the Credit Suisse 401(k) Plan into the UBS 401(k) Plan ("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.
  • 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 and Investment Comparative Chart—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.