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NAPA Names UBS Consultant Its New President

The Rochester, New York, consultant leads one of the banks boutique firms.

The National Association of Plan Advisors named its new leader at a Las Vegas Summit held by the industry organization.

Paul D’Aiutolo, the founding principal and lead consultant of the D’Aiutolo Institutional Consulting Team, will be NAPA’s 2017-2018 president. The association welcomed him at the 2017 NAPA 401(k) Summit in Las Vegas.

Paul D'Aitulo

D’Aiutolo’s firm is part of UBS’s Institutional Consulting and DC Advisory Groups, a collection of small, boutique consulting firms within the bank that specialize in fiduciary services. His consultancy focuses on servicing ERISA plans, including serving as an ERISA 3(21) fiduciary for investment advice.

The firm has offices in Rochester and Buffalo, New York, as well as Boston, and serves more than 115 clients and more than $1.2 billion in retirement plan assets.

In accepting the new position at NAPA’s summit, D’Aiutolo acknowledged the contributions and accomplishments of Sam Brandwein, NAPA’s 2016-2017 president.

Other changes to NAPA’s leadership board included the additions of Jeff Acheson, former vice president at CPFA Corporate and Endowment Solutions of Powell, Ohio, as this year’s President-elect; Jania Stout, Fiduciary Plan Advisors at Hightower in Baltimore as this year’s vice president; and Brandwein will replace 2015-2016 NAPA President Joseph F. DeNoyior, as an ex officio member.


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