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Your UPS Specialist !

Your UPS Specialist !

Here at ATL Global Advisors, we understand that upsers have many questions about their complex retirement plans, benefits & compensations. 

I am an advisor working primarily for the successful UPS executive who wants to optimize their benefits, & whose long hours don’t allow them time to give the needed attention to financial goals.

Our team process optimizes your financial structure in light of the tax implications of LTIPs, ComputerShare Incentives, Stock Options, matching, changes in 401(k) vesting, and buyout options that you may be offered.

You may also have a spouse who needs their benefits coordinated with yours. You may have questions related to risk management for investments, income protection, and debt management. Details on your benefits and questions you should be asking are listed below.            

What Do We Offer Career UPS Professionals?

ATL Global Advisors is a financial services firm offering a serious, long term approach to growing and sustaining wealth for employees/retirees of UPS.  We are positioned to fill a glaring need for transparency, clarity and accountability in managing the investments and complex retirement plans and benefits of corporate employees.

Our primary objective is to provide sound financial planning and investment management tailored to meet your needs and circumstances.  Many corporations offer their employees complex retirement, compensation and/or benefits packages, making it work for you is OUR job!

For example, as a UPS employee, do you know:

  • When the Selling Window opens for you to sell stock?
  • How much UPS stock can you sell to stay above the Ownership Threshold?
  • The impact on your taxes this year from the Restricted Performance Units (RPU’s) that you have received the previous 5 years?
  • Is your UPS Retirement Plan enough to sustain you for a comfortable lifestyle in your Retirement years?
  • How much should you be investing into your UPS Savings Plan for retirement?
  • Which funds should you be investing into in the 401k Savings Plan?
  • Do you have enough life insurance should anything happen to you or your spouse?
  • Do you need to plan for long-term care in retirement?
  • When was the last time your will and investment accounts were updated with the proper beneficiaries?
  • The best way to deduct charitable contributions of UPS stock?

To help you answer any of these questions, send us a message below!

Useful Information

Are you looking for a UPS early retirement?

Are you looking for a UPS early retirement?

If you or your spouse were a part of the UPS Retirement Plan and/or the UPS Pension Plan, you may have received a buyout offer from UPS.

Recipients of the offer may have a limited time to accept. But how do you evaluate your options? Should you stay with the pension, take a lump sum, or start monthly payments?There are a number of things that you need to consider when making your decision.

Learn more
Recently changed employers? Learn 401k choices at former employer

Recently changed employers? Learn 401k choices at former employer

One of the common threads of a mobile workforce is that many individuals who leave their job are faced with a decision about what to do with their 401(k) account.

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

Learn more

Have Any Questions?

Thank you!