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).
In this month’s recap: another rate cut from the Federal Reserve, a strong hint of a partial U.S.-China trade deal, and stocks reach record heights again
A Review of 3rd Quarter 2019, Presented by PensiomarkMeridien THE QUARTER IN BRIEF Summer doldrums? Not exactly. The third quarter brought a number of attention-getting events, and while investors took some cues from them in the short term, Wall Street’s confidence remained – the S&P 500 rose 1.19% in Q3. The abrupt devaluation of the Chinese yuan shocked traders, and shifting Treasury yields also made headlines. Trade negotiations between the … Read More
The retirement service industry has always been an evolving marketplace. Over the last decade we’ve seen technological enhancements, results driven creativity with plan design, the race to zero with fee compression and the consolidation of providers on both the recordkeeping and investment platforms. With all the changes and enhancements that have taken place, one truth has remained. It has always been and will always be all about the retirement plan … Read More
In the continued pursuit of growth, PensionmarkMeridien remains committed to adding top-tier talent to the organization to best serve our valued clients. We are pleased to announce that Christopher Barrett has joined our firm on June 17 th as a Senior Director focused on Corporate Retirement Plans and Executive Benefits opportunities. Chris has spent over 30 years helping large recordkeepers and investment managers such as Transamerica and MFS service their clients. He … Read More
The most recent edition of the Quarterly Plan Sponsor Outlook is now available. This newsletter covers current retirement plan issues and trends and includes articles, a Q&A section, quarterly calendars, and web resources for employers. Specifically, in this edition you will find: Participation, Savings Rates Rising in Defined Contribution (DC) Plans Target Date Funds (TDFs): Time to Move On? The answer to, “How important is it to deliver targeted messages as … Read More
What do Baby Boomers, Gen-X-rs and Millennials have in common? Compared to the Greatest Generation, when it comes to retirement planning quite a lot. Let’s focus on four easy to understand concepts: 1.We are living longer and have access to better healthcare, which means we will need to plan for a much longer retirement than our grandparents. 2. Social Security is much less certain! At Meridien, we generally counsel our clients … Read More
August 29, 2016 – Pensionmark® is pleased to welcome its newest affiliate, Meridien Benefits, Inc. (“Meridien”). Meridien is a leading provider of employee benefit plan consulting, investment and insurance services to plan sponsors of 401(k), 403(b), pension and other qualified retirement plans, as well as nonqualified executive and corporate benefit plans. Based in Providence, Rhode Island, Meridien has provided investment and insurance consulting to over 400 corporate clients throughout New … Read More