Tuesday, March 31 at 2 p.m. ET

Moderator: Julie Vander Veen, Head of Equity Plan Services, UBS Workplace Wealth Solutions
Speaker: Patricia McCarthy, Head of UBS Workplace Wealth Solutions
Speaker: Steven Dickstein, Migration Manager, UBS Workplace Wealth Solutions
Speaker: Sara Pinkus, Training Specialist, UBS Workplace Wealth Solutions

Join us for our first live event of the year, where we’ll walk through key migration updates and what to expect as we transition to the next generation of UBS Plan Admin Pro.

Speakers

Headshot of Julie Vander Veen

Julie Vander Veen

Head of Equity Plan Services
UBS Workplace Wealth Solutions

Headshot of Patricia McCarthy

Patricia McCarthy

Head of UBS Workplace Wealth Solutions

Headshot of Steven Dickstein

Steven Dickstein

Migration Manager
UBS Workplace Wealth Solutions

Headshot of Sara Pinkus

Sara Pinkus

Training Specialist
UBS Workplace Wealth Solutions

We’re looking forward to sharing with you what’s next and hear your feedback.

Watch the replay

UBS Plan Admin Pro: Discover the latest enhancements

Introducing the next generation of Plan Admin Pro

  • Our vision for the next generation of UBS Plan Admin Pro
  • Enhanced platform features
  • Migration process and milestones