Named To NAPA Top DC Advisor Teams 2019

Alexis DuffyArticle

NAPA Top DC Advisor team logo

PensionmarkMeridien Retirement Plan Team named to
NAPA Top DC Advisor Teams 2019

PensionmarkMeridien is honored to be named by the National Association of Plan Advisors (NAPA) as one of the nation’s largest retirement advisors. Along with the twenty-five (25) regional Pensionmark offices named, we know many of the firms listed and are humbled to be in such esteemed company.

We appreciate the confidence and trust our clients have placed in our team. Our commitment to plan sponsors, participants and our industry remains steadfast. We endeavor to provide independent, unconflicted, transparent and prudent advice on all aspects of our clients’ retirement plan needs. Further, we aim to provide plan participants with the information, education and tools they need to help them achieve their retirement savings goals.

So, to our clients we would like to express our most sincere gratitude. If you’re reading this and you’re not a client yet, we would welcome the opportunity to demonstrate our capabilities to serve you and your participants.

From NAPA: The NAPA Top DC Advisor Team list highlights the nation’s leading retirement plan advisor firms. Sure, we know it’s not just about the numbers – but the reality is that NAPA members are having a huge impact every single day, not just on the quality of retirement plan advice, but also in building a more financially secure retirement for millions of Americans. Unlike other lists, this focuses on teams, broadly defined as being in a single physical location, and having at least $100 million in DC assets under advisement. It is based on self-reported assets under advisement as of December 31, 2019, unless otherwise noted. We appreciate the commitment and hard work of the teams acknowledged – and are proud to have the opportunity to share it here.

About PensionmarkMeridien: PensionmarkMeridien is a national retirement services company with a local touch, specializing in providing three distinct areas of capabilities: sales and servicing of over 3,000 retirement plans nationally and 115 locally, providing deferred compensation for key employees, and servicing the needs of well- heeled clients through our wealth management advisory practice. With over 40 years of experience in New England and beyond, we understand companies’ needs to increase benefit plan cost-efficiency and plan effectiveness.

PensionmarkMeridien Team

Contact: 866.871.9963

This is based on self-reported defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2019 (unless otherwise noted) for the organizations that submitted data. Firms had to have more than one office/physical location to be included and had to have in excess of $1 billion in DC assets under advisement.

Pensionmark® Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark® is affiliated through common ownership with Pensionmark Securities, LLC (member SIPC).