Is that what your current Retirement Plan Advisor does too?
PensionmarkMeridien is a Full-Service Retirement Plan Advisor
without a shadow of a doubt
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 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.
Don’t panic! While it may be Groundhog’s day again and again you can change your Retirement Plan by calling us now.
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).