In the continued pursuit of growth, PensionmarkMeridien remains committed to adding top-tier talent to the organization to best serve our valued clients. We are pleased to announce that Christopher Barrett has joined our firm on June 17 th as a Senior Director focused on Corporate Retirement Plans and Executive Benefits opportunities. Chris has spent over 30 years helping large recordkeepers and investment managers such as Transamerica and MFS service their clients. He … Read More
Plan Sponsor Outlook July 2017
The most recent edition of the Quarterly Plan Sponsor Outlook is now available. This newsletter covers current retirement plan issues and trends and includes articles, a Q&A section, quarterly calendars, and web resources for employers. Specifically, in this edition you will find: Participation, Savings Rates Rising in Defined Contribution (DC) Plans Target Date Funds (TDFs): Time to Move On? The answer to, “How important is it to deliver targeted messages as … Read More
“Retirement” Has Changed! Here’s What You Need to Know in Today’s World
What do Baby Boomers, Gen-X-rs and Millennials have in common? Compared to the Greatest Generation, when it comes to retirement planning quite a lot. Let’s focus on four easy to understand concepts: 1.We are living longer and have access to better healthcare, which means we will need to plan for a much longer retirement than our grandparents. 2. Social Security is much less certain! At Meridien, we generally counsel our clients … Read More
Pensionmark® Adds $1B Meridien Benefits to Network
August 29, 2016 – Pensionmark® is pleased to welcome its newest affiliate, Meridien Benefits, Inc. (“Meridien”). Meridien is a leading provider of employee benefit plan consulting, investment and insurance services to plan sponsors of 401(k), 403(b), pension and other qualified retirement plans, as well as nonqualified executive and corporate benefit plans. Based in Providence, Rhode Island, Meridien has provided investment and insurance consulting to over 400 corporate clients throughout New … Read More