Brenden Gebben, MBA, CIMA, EF

• I am an investment innovator who is disrupting the 401(k), 403(b) and 457 space by empowering employees and their financial professionals with new in-plan options while they are still working.

• My firm partners with independent financial planners and RIAs across the U.S. to deliver this potentially game changing solution for their practice and for their clients.

• Our UMA platform – called the Workplace Investment Navigator (W.I.N.) – interfaces directly within the employee’s current plan – same in-plan experience, same custodial account statement.

• What changes is the access – this platform seamlessly unlocks an expansive offering to hundreds of models and managers to build tailored portfolios right within the in-plan account.

• We have driven down management costs versus many other managed options, with customizable management fees set by the financial professional and deducted directly from the account.

• Financial professionals and their clients can bring this important asset into their overall financial plan now – instead of waiting for the rollover.