What has your advisor done for you?

Alexis DuffyUncategorized

Sandcastle saying stop waiting

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. We can help you be beachy keen.

May Economic Update

Alexis DuffyMonthly Newsletter, Newsroom

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In this month’s recap: Stocks notched a solid gain, fueled by a succession of positive economic reports and a strong start to the first-quarter earnings season.

PensionmarkMeridien Retirement Plan Team named to NAPA Top DC Advisor Teams 2020

Alexis DuffyArticle

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PensionmarkMeridien is honored to once again be named by the National Association of Plan Advisors (NAPA) as one of the nation’s largest retirement advisors. We appreciate the continued 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 … Read More

Investing During Periods of Inflation

Alexis DuffyArticle

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Empower Yourself with a Trusted Professional. When inflation is low, it’s easy to overlook how rising prices are affecting a household budget. On the other hand, when inflation trends higher, it may be tempting to make more sweeping changes in response to increasing prices. The best approach may be to reach out to your financial professional to help you develop an investment strategy that takes both possible scenarios into account

Coffee Talk: Review of the Current Investment Landscape

Alexis DuffyNewsroom

Compass on a sheet of number

Join PensionmarkMeridien as we host Emily Roland, Head of Capital Markets Research with John Hancock as she provides insights on the current equity and fixed income markets and how inflation will affect both sectors. At John Hancock Investments, their multimanager approach to investing provides them with the ability to leverage the very best market insight from our diverse asset management network and as a part of that network Emily will breakdown the latest thinking from John Hancock’s asset management network.

Volatility Tests Your Mettle

Alexis DuffyArticle

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Remember, you craft your investment strategy to help pursue your long-term goals, regardless of what the markets do from day-to-day.

What has your advisor done for you?

Alexis DuffyUncategorized

Woman Crossing her fingers near a phone

PensionmarkMeridien is a full-service retirement plan advisor. We can help; improve participant outcomes, navigate change and reduced plan sponsor workloads. We provide fiduciary governance, education, relationship management and all the support your plan needs.