What has Your Advisor Done for You?

Alexis DuffyNewsroom

It’s Spring Time and Baseball is Back.
Is Your Current Advisor a Swing and a Miss When it Comes to Your Retirement Plan?

PensionmarkMeridien is your hometown, professional, full-service Retirement Plan Advisor with an eye on the ball.

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.

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.

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.

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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).