Retirement Savings Plan

Umbrella Partners Retirement Savings Plan

You and Umbrella Partners both contribute to your 401(k) account, administered by Financial, to help you build savings for a secure future.

Plan features

  • New hires are automatically enrolled 30 days upon hire at 6% pre-tax

  • Employees are 100% vested in company contributions after 2 years of service

  • Pre-tax contributions available

  • Employees age 50+ eligible for “catch up” contribution

  • Diverse line-up of investment available, including target age funds and self-directed brokerage account option

  • Professional investment advice available through Edelman Financial Engines

Get Started

  • Visit Financial NetBenefits at NetBenefits.com or

  • Call 1-800-939-2227, Monday through Friday, from 8:30 a.m. to 8:30 p.m. ET.

This website contains a summary of the Umbrella Partners Benefits Program. Umbrella Partners reserves the right to amend, terminate, or modify any part of these plans described in this summary, including termination of the plans, changes to coverage, and changes to cost or subsidies of the plans at any time.  In the event there is a conflict between the website and terms of the applicable plan document, the terms of the plan document will apply.

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