UBS Financial Services
UBS Financial Services is a global firm providing financial solutions to individuals, institutions and corporations in over 50 countries. Mark Paone is a Senior Retirement Plan Consultant in the firm’s Retirement Plan Consulting Services Group. He works with a group of professionals to provide a full suite of fiduciary and participant services including investment consulting, benchmarking and vendor management.
Mr. Paone has been in the financial services industry for more than 23 years, most of which have been spent focused on the retirement plan business. He is particularly focused on the increasingly complex fiduciary challenges that his plan sponsor clients face. As an ERISA fiduciary, he helps clients navigate fiduciary governance challenges as well as offering guidance on plan health optimization and participant retirement readiness.
Named one of the Financial Times Top 401 Retirement Plan Advisors in 2015, he also volunteers his time with non-profits like NAPA to preserve, promote and protect the ability of participants to retire well.