Constantly changing regulations and needs on 401(k) plans means your advisor should be proactive, responsive, and doing much more than just selecting an investment line-up. We can help you be beachy keen.
May Economic Update
In this month’s recap: Stocks notched a solid gain, fueled by a succession of positive economic reports and a strong start to the first-quarter earnings season.
Coffee Talk: How to Prepare for Your Employee Benefit Plan Audit
Facing an audit may seem daunting, however with the right amount of preparation and clearly defined roles and expectations, the process should be painless. We’re here to help.
What has your advisor done for you?
PensionmarkMeridien is your hometown, professional, full-service Retirement Plan Advisor with an eye on the ball.
PensionmarkMeridien Retirement Plan Team named to NAPA Top DC Advisor Teams 2020
PensionmarkMeridien is honored to once again be named by the National Association of Plan Advisors (NAPA) as one of the nation’s largest retirement advisors. We appreciate the continued confidence and trust our clients have placed … Read More
Investing During Periods of Inflation
Empower Yourself with a Trusted Professional. When inflation is low, it’s easy to overlook how rising prices are affecting a household budget. On the other hand, when inflation trends higher, it may be tempting to make more sweeping changes in response to increasing prices. The best approach may be to reach out to your financial professional to help you develop an investment strategy that takes both possible scenarios into account
Coffee Talk: Review of the Current Investment Landscape
Join PensionmarkMeridien as we host Emily Roland, Head of Capital Markets Research with John Hancock as she provides insights on the current equity and fixed income markets and how inflation will affect both sectors. At John Hancock Investments, their multimanager approach to investing provides them with the ability to leverage the very best market insight from our diverse asset management network and as a part of that network Emily will breakdown the latest thinking from John Hancock’s asset management network.
Volatility Tests Your Mettle
Remember, you craft your investment strategy to help pursue your long-term goals, regardless of what the markets do from day-to-day.
What has your advisor done for you?
PensionmarkMeridien is a full-service retirement plan advisor. We can help; improve participant outcomes, navigate change and reduced plan sponsor workloads. We provide fiduciary governance, education, relationship management and all the support your plan needs.