Today's retirement plan landscape is marked by ongoing change. It all adds up to heightened fiduciary responsibility and new management challenges for plan sponsors.
I take a collaborative approach to helping you address these challenges—including delivering investment advice as an ERISA fiduciary. Working together, I can chart a path to help you manage plan complexity. And can provide customized advice in three critical areas:
I am on the front lines of the new retirement, and stand ready to help you and your participants meet the challenges of today's world.
UBS Retirement Plan Consulting Services is an investment advisory program. Details regarding the program, including fees, services, features and suitability, are provided in the ADV Disclosure.