Retirement Plan Advisor Mark Paone, AIF®, CRPS®, Joins the Retirement Advisor Council

East Granby, CT – Mark Paone, AIF®, CRPS®, has joined the Retirement Advisor Council effective January 1, 2016.

Mr. Paone is a Senior Retirement Plan Consultant at UBS Financial Services in Boston, Massachusetts. He and his team offer a full suite of fiduciary and participant services including investment consulting, benchmarking and vendor management. The team is focused on solving lifetime income challenges for participants at a variety of companies.

Mr. Paone was nominated for a seat on the Council in November 2015.  The Nomination Committee recommended his application for Council membership after a comprehensive review process that took multiple factors into consideration including his extensive knowledge of the retirement plan industry and his ability to distill complicated information into layman’s terms to bring value to training individuals. The Executive Board of the Council approved Mr. Paone’s nomination in January 2016.

“Retirement advisory services has been my entire career – I am a lifer. I am looking forward to getting together with my peers in the industry to so we can look at some of the issues in this business with fresh perspectives and generate new ideas and solutions” said Mr. Paone.

The Retirement Advisor Council is a national organization that advocates for successful qualified plan and participant retirement outcomes through the collaborative efforts of experienced, qualified retirement plan advisors, investment managers and defined contribution plan service providers.  To advance its mission, the Council undertakes initiatives in the areas of research, public relations and promotion, general public education, regulatory positions and practice management.  The Council accomplishes this mission by:

  • Identifying duties, responsibilities, and attributes of the Professional Retirement Plan Advisor.
  • Sharing professional standards with plan sponsors who are responsible for the success of their plans.
  • Providing collective thought capital to decision makers, product providers, legislators and the public.
  • Giving voice to the retirement plan advisor community.
  • Offering tools to evaluate advisors to ensure the quality of services provided.

Learn more about UBS Financial Plan Services at http://financialservicesinc.ubs.com/fa/markpaone

Learn more about the Retirement Advisor Council at www.retirementadvisor.us

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