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401(k) Plan

Employees are eligible the 1st of the month following 30 days of employment. This plan includes an auto enrollment feature. Employees may contribute up to the maximum IRS limitation in increments of 1% of compensation.

 

T&M matches 100% of employee contribution up to 3% on a per paycheck basis. We may also provide an additional discretionary matching contribution for eligible employees, and may also provide a discretionary non-elective contribution for eligible employees.

Calculate Savings

Get Started with UBS Financial Wellness

Not sure where to begin on your financial wellness journey? UBS Financial Wellness provides an interactive digital experience to help you explore personalized financial resources and coaching options designed to fit your unique needs. With your employee ID, you can register and gain access to tools that support your financial goals and strategies.

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Ready. Set. Connect!
Take the first step today by visiting UBS Financial Wellness and unlock resources tailored to you.

For more information, view this Getting Started with UBS Financial Wellness flyer.

Empower Your Financial Future with UBS Financial Wellness Essentials

T&M wants to help by giving you access to people and digital resources through UBS Financial Wellness Essentials. We're here to help answer your financial questions. Let us help you figure out where you stand today and empower you to make progress toward tomorrow.

 

Want to talk with a coach? Click here to schedule time with a coach. 
 

​Want to consolidate your retirement accounts? Click here to learn more.

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For more information about your 401(k) plan, contact our advisor:

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David Sytsma, CIMA®, CRPS®

Northeast Financial Group

Retirement Plan Consultant

UBS Institutional Consulting Group

109 North Avenue, Westfield, NJ 07090

Direct: 908-789-3184

Toll Free: 800-557-7031

Fax: 877-827-4720

Your Healthcare Advocate

We have a dedicated Healthcare Advocate from Lacher who is ready to help you with:

  • Claims that you believe haven’t been properly paid

  • Questions regarding a bill sent by a doctor, dentist, lab or hospital

  • Further clarification on any insurance matters

  • Questions about your healthcare benefits

 

Contact your Healthcare Advocate:

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Stephanie Cassel

Direct line: 267-498-0600  
stephanie@lacherinsurance.com

Fax: 215-723-8604

© T&M Associates. All rights reserved.

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