Global leader
UBS is a world-leading wealth manager
In an evolving retirement plan landscape, plan sponsors need advice and guidance more than ever. Rita understands both the incentive value of a retirement plan and the commitment required to administer the plan and address fiduciary responsibilities. Investment reviews, daily plan administration, and participant support and education can be overwhelming. Combining the experience resources of UBS with her own knowledge, perspective and insights, Rita can help you create a stronger plan to help give your employees greater confidence in their retirement and their future.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
One team for your plan oversight
Fiduciary liability is a primary concern for most of our clients. In addition to serving as a retirement plan advisor in overseeing the investments, we aim to be a valued ally to HR and executive management, as well as the committees and trustees we work with, in providing strategic guidance and education to help ensure regulatory compliance.
The pandemic spotlights the importance of employee benefits
Employees have a different set of needs and expectations—giving employers an opportunity to reshape workplace norms.
Global leader
UBS is a world-leading wealth manager
#1
Serving the next generation
Euromoney Private Banking and Wealth Management Survey, 2020-2022
#1
ESG/Impact Investing
Euromoney Private Banking and Wealth Management Survey, 2015-2022