Wealth Building
Retirement Savings Plan Employee Stock Purchase Plan College Savings Plan

Wealth Building

Umbrella Partners offers a variety of plans that provide tax advantages and other incentives to help you save and invest for your personal goals. Use the links below to learn more, enroll or access your account.

Ensure your financial stability.

It’s never too late, or too early, to start saving for the future. Whether you’re just starting or need to catch up, the 401(k) plan and financial resources from Financial can help you make the most of your savings. Contribute before-tax dollars through payroll deductions. Plus, Umbrella Partners provides matching contributions based on your date of hire and line of business.

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.