About Us

Union Bank of California is a full-service trustee providing fully-bundled daily valuation offering 700 investment options from top-rated, nationally recognized fund families, award-winning employee education services, and plan design, reporting and compliance services. Self-directed, brokerage options are available. We offer our prototype plan document, and can accommodate custom documents as well. We feature state-of-the art systems, including fully transactional Internet and Voice Response Systems.