Focused on plans.
Committed to participants
Retirement Plan Services
Always focused on what's best for your plan and your participants, our dedicated retirement plan consultants take their fiduciary responsibility very seriously. This is the core of our ERISA obligation.

Working with Touchstone Wealth Partners, you can benefit from:

As your plan advisors, we are accountable for the advice and recommendations we provide and support that commitment through a written agreement.

Transparency in pricing
We believe that expenses for recordkeeping, investment management and advice should be independent and fully disclosed. Plan sponsors can then be better prepared properly benchmark their costs to determine if they are reasonable for the serviced provided.

Investment flexibility
Our team can provide you with greater flexibility and opportunity to choose from a broad selection of mutual funds, index funds or ETFs, based on your plan requirements.

Employee retirement readiness
Our advisors look beyond enrollment numbers, and work with your employees to help them better understand their retirement needs, contributions, risks and the best strategies for helping them stay are on track toward their goals.

Turnkey solutions
We tailor our Nonqualified Deferred Compensation (NQDC) plans to meet the design, financing and administration needs of plan sponsors and participants.

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Neither UBS Financial Services Inc. nor any of its employees provide tax or legal advice. You should consult with your personal tax or legal advisor regarding your personal circumstances. Barron’s Top 1200, criteria are based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Portfolio performance is not a criterion because most advisors do not have audited track records. Neither UBS Financial Services Inc. or its employees pay a fee in exchange for these rankings. Past performance is not a guarantee of future results. Barron's is a registered trademark of Dow Jones & Co. For more information on a particular rating, please visit

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers both investment advisory services and brokerage services. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business and that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. For more information, visit our website at

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