Patricia Kelley - UBS Financial Services

At UBS, I understand both the incentive value of a retirement plan and the commitment required to administer the plan and address fiduciary responsibilities. Reviewing investments, carrying out day-to-day administrative tasks and providing plan participant support and education can be very challenging. Through DC Advisory, you and your organization can benefit from the resources of a global financial services leader combined with the specialized retirement plan expertise and experience I bring to the table. Our DC Advisory program is designed to provide flexible services tailored to your organization's needs. Through DC Advisory we offer the following services: Plan Program Consulting. Investment Consulting. Employee Education Consulting. UBS Financial Services Inc., part of UBS AG, a leading global wealth manager and one of the world's largest asset managers, will acknowledge our ERISA fiduciary responsibility in writing with respect to any investment advice we provide under our DC Advisory Consulting Services Agreement.