Times may change. Commitments don't.

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:

  • Fiduciary governance, including providing updates on fiduciary issues and evaluating fees and expenses
  • Plan health optimization, including assessing provider services and introducing plan feature enhancements
  • Participant retirement readiness, including developing a customized participant education strategy and measuring the impact of participant engagement programs

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.

Investment Insights


Anthony G. Montemagni

Anthony G. "Tony" Montemagni, CFP

Senior Vice President Wealth Management
Senior Retirement Plan Consultant
Senior Portfolio Manager
Wealth Advisor

One Monarch Place
Suite 1400
Springfield, MA 01144

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