Email: pdeegan@ubpensions.com
Phone extension: 308

Trish Battaglia, Manager of Operations
Trish has worked in the employee benefits field since 1980. She came to United in 1991 and specializes in working with our clients who have 401(k) Plan investments with the Nationwide Best of America program. Trish also works with financial professionals utilizing the Nationwide program as well as many other investment programs.

Email: tbattaglia@ubpensions.com
Phone extension: 311

Joseph Cibirka, Manager of Administration Services
Joe has worked in the retirement plan field since 1995 and has been with our firm since February 1998. He earned a BA in Mathematics at SUNY Stony Brook. Joe is involved in the marketing of our services for new business as well as the administration of our client's retirement plans.

Email: jcibirka@ubpensions.com
Phone extension: 306

Matthew J. Phillips, EA, MSPA, Manager of Plan Compliance
Matt started with United in June of 1998 after having worked in the field since December of 1995. He has a BS in Actuarial Mathematics from the University of Michigan. He attained his Enrolled Actuary designation in 2008, and is also a member of ASPPA. Matt administers a large number of plans, including both defined contribution and defined benefit plans. He is also involved in plan design proposal work for prospective clients.

Email: mphillips@ubpensions.com
Phone extension: 307

Paul Carmichael, QKA, Senior Account Executive, Director of Marketing
Paul has been with our firm since December 1998. He has an MBA in Finance and General Management from Dowling College and a BA from the State University College at Oneonta. Paul has the Qualified 401(k) Administrator (QKA) designation from ASPPA. He is in charge of the marketing of our services and is also involved with the administration of our clients’ plans.

Email: pcarmichael@ubpensions.com
Phone extension: 309

Barbara Cavataio, Senior Account Executive
Barbara works with clients on a daily basis with matters related to the ongoing administration of their 401(k) or retirement plan. She has been involved in this field since 1994.

Email: bcavataio@ubpensions.com
Phone extension: 301

Claudia Burnett, Account Executive
Claudia joined our company in 1998. She is a graduate of New York Institute of Technology where she earned a Bachelor of Science Degree in Business Administration and a Masters of Science Degree in Human Resources Management. As an Account Executive, Claudia is the administrator for many of our retirement plans.

Email: cburnett@ubpensions.com
Phone extension: 302

Rose Arbucci, Distribution Coordinator
Rose processes all participant distributions for our clients plans. These include employee termination distributions, loans and hardship distributions except for clients with assets at Nationwide. Rose has been working in the qualified plan field since 1998.

Email: rarbucci@ubpensions.com
Phone extension: 310

Jeffrey Ruyle, Account Executive
Jeff has worked in the retirement plan field since November of 2002 and has been with our firm since August of 2005. He earned a Bachelor of Science in Kinesiology at Pennsylvania State University. As an Account Executive, Jeff is the administrator for many of our retirement plans.  He is also involved in plan design proposal work for prospective clients.

Email: jruyle@ubpensions.com
Phone extension: 313

Jason Evert , Account Executive

Jason rejoined our firm in June of 2007 after working for UB Pensions from December of 2003 through July of 2006.  He has been in this field since 2001.  He earned a Bachelor of Science degree from SUNY Oneonta in Business Economics.  As an Account Executive, Jason is the administrator for many of our retirement plans.  He is also involved in plan design proposal work for prospective clients.

Email: jevert@ubpensions.com

Phone extension: 305

Maria Almonte, Assistant Account Executive
Maria joined our company in December of 2003 after many years in other business ventures. Maria works closely with our Manager of Operations with the day to day activities of the company and provides assistance to all the Account Executives in the administration of their plans.  Maria also processes distributions for our Nationwide cleints.  These include employee termination distributions, loans and hardship distributions

Email: malmonte@ubpensions.com
Phone extension: 316

Corinne D. Deegan, Executive Administrator
Corinne has been with the firm since 2002 and handles the financial aspects for the company.

Email: cdeegan@ubpensions.com