During the Game….
When your team is charging down the field towards a retirement touchdown, you’ll want someone who’s not just cheering you on but able to assist with questions, concerns and participant education.
PensionmarkMeridien is a full-service Retirement Plan Advisor that can help provide advice with respect to fiduciary governance, education, relationship management and all the support your plan needs.
Constantly changing regulations and needs on 401(k) plans means your advisor should be doing more than just selecting an investment line-up.
If you feel your advisor isn’t providing your team with the right playbook, please, contact us.
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).