What has Your Advisor Done for You ?

Alexis DuffyNewsroom

At PensionmarkMeridien we will show you the
tricks and give you some treats

This isn’t a Halloween riddle. It’s actually quite simple, but it’s the kind of simple thing that seems obvious when you hear it, yet never seems to happen this way.

Constantly changing regulations and needs on 401(k) plans means it’s 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.

PensionmarkMeridien is a full-service retirement plan advisor. We can help reduce plan sponsor workloads and improve participant outcomes. We provide advice with respect to fiduciary governance, education, relationship management and all the support your plan needs.

If you want a full sized advisor experience, please, contact us to meet our team.
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).