This isn’t a Halloween riddle. It’s actually quite simple, but the kind of simple thing that seems obvious when you hear it, yet never seems to happen this way…
Constantly changing regulations and needs on 401(k) plans means it’s much more than just selecting an investment line-up.
Advisors should reach out often about the design and development of the fiduciary policies, analyzing all aspects of the plan and providing a complete employee education plan.
We’re a full-service retirement plan advisor, reducing plan sponsor workloads while helping to improve participant outcomes.
The PensionmarkMeridien Team may be reached at 866-871-9963 or firstname.lastname@example.org.
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).