Is Your Current Advisor on Your Naughty or Nice List ?

Alexis DuffyNewsroom

Let PensionmarkMeridien Make Your Nice list
We are a Full–Service Retirement Plans Advisor

While we can’t actually help you decorate for the holidays, we can help; reduce plan sponsor workloads and improve participant outcomes. We uniquely provide advice with respect to fiduciary governance, education, relationship management and all the support your plan needs. You can celebrate your holidays, while we help with your Retirement Plan wish list.
Constantly changing regulations and needs on 401(k) plans means your advisor should be doing 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. If you feel your current needs aren’t being met, please, contact us to meet our team.

Give yourself an early holiday gift and Click here to learn more

 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).