CORRECTING and REPLACING UBS Advisor Paul D'Aiutolo Named to the Financial Times 401 Top Retirement Plan Advisors List
December 01 2020 - 2:43PM
Business Wire
Recognition of an exceptional career in Financial
Services
First paragraph, first sentence of release dated November 11,
2020, should read: UBS announced today that Paul D'Aiutolo, a
Financial Advisor in the firm’s Rochester, New York (NY) office has
been named to the Financial Times (FT) 401 Top Retirement Plan
Advisors list for 2020. (instead of Hartford, Connecticut (CT).
The updated release reads:
UBS ADVISOR PAUL D'AIUTOLO NAMED TO THE FINANCIAL TIMES 401
TOP RETIREMENT PLAN ADVISORS LIST
Recognition of an exceptional career in Financial
Services
UBS announced today that Paul D'Aiutolo, a Financial Advisor in
the firm’s Rochester, New York (NY) office has been named to the
Financial Times (FT) 401 Top Retirement Plan Advisors list for
2020.
Paul’s team represents 35,000 plan participants through its
corporate retirement plan clients across several states, including
New York, New Jersey, Massachusetts, Pennsylvania, Delaware and
Ohio. Paul is the lead fiduciary consultant, assisting companies in
navigating complex choices, and contractually providing fiduciary
services. This includes fiduciary committee training, overseeing
the plan’s investments, plan trend consulting and employee
education services.
“I’m incredibly proud to see that Paul has been named the FT 401
Top Retirement Plan Advisors list. It takes commitment and
dedication to clients to earn this honor, and it's gratifying to
have peers take note of his accomplishments,” said Ben Tarantino,
New York State Complex Director at UBS Wealth Management USA.
Paul and his team have a passion for getting plan participants
engaged and on-track for retirement, working tirelessly to educate
them on how to address their retirement planning confidently. From
2017-2018, Paul served as the President of the National Association
of Plan Advisors (NAPA), a subsidiary of the American Retirement
Association, a $20 million Washington, D.C.-based association. He
is currently a Board member for the American Retirement
Association, which has allowed him to personally advocate for
retirement security in America by spending time in Washington, and
meeting first-hand with members of Congress and representatives
from the IRS and Department of Labor.
Paul is a Chartered Retirement Plans SpecialistSM (CRPS®), an
Accredited Investment Fiduciary (AIF®), a Certified Behavioral
Financial Analyst (CBFA®) and a Certified Health Savings Advisor
(CHSA®). A former college athlete, he has coached house and travel
soccer, and Pop Warner football for nearly ten years. Paul and his
wife have three children, Christopher, Alex, and Emma. As a recent
empty nester, he awaits life’s next adventure.
The Financial Times Top 401 Retirement Plan Advisors ranking
aims to provide a list of elite professionals who specialize in
advising US employers on their defined contribution plans. The
advisors were assessed using quantifiable data, and were required
to have at least 20% of client assets in defined contribution
plans.
For the full list and further information visit:
https://www.ft.com/reports/top-401-advisers.
Notes to Editors
About UBS Global Wealth Management
As the world's largest wealth manager, UBS Global Wealth
Management provides comprehensive advice, solutions and services to
wealthy families and individuals around the world. Clients who work
with UBS benefit from a fully integrated set of wealth management
capabilities and expertise, including wealth planning, investment
management, capital markets, banking, lending and institutional and
corporate financial advice.
© UBS 2020. All rights reserved. The key symbol and UBS are
among the registered and unregistered trademarks of UBS. Neither
UBS Financial Service Inc. or its employees pay a fee in exchange
for these ratings. Past performance is not an indication of future
results.
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Media: Laura Hastings laura.hastings@ubs.com +1 212
882-5705
https://www.ubs.com
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