PANC 2020: Supporting Financial Wellness in the New Workplace

Brett is the President of Work Plan Retire since 2001 and co-founder of Hero7 in 2018, a technology company dedicated to helping Advisors use Smart Data to help employees and employers make better decisions for a secure retirement.He has advised an employer clientele in excess of $1 billion in retirement plan assets and currently servicing over 50 retirement plan clients for Work Plan Retire. Brett has sat on the National Advisory Boards of several top 401(k) Providers such as Prudential, ING, Fidelity, Alliance Bernstein, Fisher Investments and Transamerica. His undergraduate studies were at UCLA and UC-Santa Barbara, culminating with a BA in English from UC-Santa Barbara.

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.
Since 1996, Rita has been helping to empower retirement plan sponsors with insight and best practices to meet their fiduciary responsibilities while supporting employees’ retirement planning goals. As a Senior Retirement Plan Consultant, Rita considers herself an educator as well as an advocate. By integrating plan feature consulting with employee education, she has helped sponsors build effective communication programs that have driven overall plan participation. Rita also advises her clients on competitive cost structures, investment committee priorities and decision-making, and organizing key fiduciary documents. Outside of UBS, Rita is an active spokesperson in her professional community. She is often a featured guest speaker on ERISA topics at industry conferences and events, including those of the Chicago Bar Association, Financial Executives International, the SPARK National Conference, the PLANSPONSOR National Conference and the CPA® Society.
In addition to her nearly 20 years of experience in retirement plan consulting, Rita’s education and professional achievements enhance her capabilities and her consultative process:
Certified Investment Management Analyst® (CIMA®)
Chartered Retirement Plans SpecialistSM (CRPS®)
Accredited Investment Fiduciary® (AIF®)
B.A. with a concentration in finance from the University of South Florida
M.S. in business administration from the Stuart School of Business at the Illinois Institute of Technology in Chicago

MJ Goss is Director of Retirement Planning & Financial Wellness with 401(k) Advisors Intermountain. He has spent the past 18 years helping both individual investors and retirement plan sponsors chart a straight course to their goals. MJ manages the education, communications and wealth management teams with the singular goal of creating a more confident financial reality for both today and into retirement for 401k participants. MJ and his team’s face to face interactions in both group, one on one and Zoom settings allow for a more direct feel as to how 401(k) Advisors can create a retirement plan that meets participant needs.