Appropriate and change UBS advisor Paul D’Aiutolo added to Monetary Occasions 401 listing of prime retirement plan advisors
ROCHESTER, NY – (BUSINESS WIRE) – The first paragraph, the first sentence of the November 11, 2020 release, should read: UBS announced today that Paul D’Aiutolo, a financial advisor based in the company’s Rochester, New York (NY) office, has published in the Financial Times Appointed (FT) 401 List of Top Retirement Plan Advisors for 2020. (in place of Hartford, Connecticut (CT).
The updated version is:
UBS ADVISOR PAUL D’AIUTOLO NAME IN THE FINANCIAL PERIOD 401 TOP COUNCIL PLAN ADVISOR LIST
Recognition of an exceptional career in financial services
UBS announced today that Paul D’Aiutolo, a financial advisor based in the company’s Rochester, New York, NY office, has been named to the Financial Times (FT) 401 list of Top Retirement Plan Advisors for 2020.
Paul’s team represents 35,000 Plan subscribers through its corporate pension clients in several states including New York, New Jersey, Massachusetts, Pennsylvania, Delaware and Ohio. Paul is the lead fiduciary advisor who assists companies in managing complex decisions and provides contractual fiduciary services. This includes training the trust committee, monitoring plan investments, advising on plan trends, and training staff.
“I am incredibly proud to see Paul named to the FT 401 Top Retirement Plan Advisors list. It takes dedication and dedication to clients to earn this award and it is gratifying to see colleagues taking note of his accomplishments, ”said Ben Tarantino, New York State Complex Director, UBS Wealth Management USA.
Paul and his team are passionate about engaging Plan participants and being on their way to retirement. They work tirelessly to teach them how to safely approach their retirement savings. From 2017 to 2018, Paul served as President of the National Association of Plan Advisors (NAPA), a subsidiary of the American Retirement Association, a Washington, DC-based association valued at $ 20 million. He currently serves on the board of the American Retirement Association, which has enabled him to personally promote the safety of retirement in America by spending time in Washington and meeting firsthand with members of Congress and representatives from the IRS and the Department of Labor.
Paul is a Chartered Retirement Plans SpecialistSM (CRPS®), an Accredited Investment Trustee (AIF®), a Certified Behavioral Financial Analyst (CBFA®) and a Certified Health Savings Advisor (CHSA®). A retired college athlete, he has been training home and travel soccer, as well as Pop Warner soccer, for nearly a decade. Paul and his wife have three children, Christopher, Alex and Emma. As a new empty nest, it waits for the next adventure in life.
The Financial Times Top 401 Retirement Plan Advisors ranking is designed to include a list of elite professionals who specialize in advising US employers on their defined contribution plans. Consultants were rated using quantifiable data and were required to include at least 20% of client assets in defined contribution plans.
The full list and more information can be found at: https://www.ft.com/reports/top-401-advisers.
Notes for editors
About UBS Global Wealth Management
As the world’s largest wealth manager, UBS Global Wealth Management provides wealthy families and individuals around the world with comprehensive advice, solutions and services. Clients working with UBS benefit from a fully integrated suite of wealth management functions and skills, including wealth planning, investment management, capital markets, banking, lending, and institutional and corporate financial advice.
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