Decide which road your 401(k) Plan will take this Back to School Season.
PensionmarkMeridien is a full-service Retirement Plan Advisor. That helps you and your participants stay on track with retirement planning.18
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.
With 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 and not leave you in a befuddled! If you don’t feel educated by your current advisor, please, contact us to meet our team.
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).