2025 Pub. 7 Issue 5

The right retirement plan starts with the right provider Member FDIC When you partner with Stacy and our local Retirement Plan Services team, you get responsive, Nebraska-based experts who help your employees make the most of their retirement benefits. We simplify the moving parts, so you can feel good knowing your plan is working — for your business and your people. Ready to get started? Visit ubt.com/NESCPA25 or scan the QR code to connect with Stacy today. Stacy Gutschenritter Vice President Business Development Officer 402.323.1768 stacy.gutschenritter@ubt.com ubt.com/NESCPA25 Investment Products: Not FDIC Insured—No Bank Guarantee—May Lose Value Make year-end giving easy. ✓ Local expertise ✓ Custom solutions ✓ Real results » omahafoundation.org/advisors Partner with us. 19 nescpa.org

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