What has your advisor done for you?

Alexis DuffyNewsroom

vision test with hands holding glasses

Ignoring your physical health can be costly
Ignoring your 401(k) Plan’s health can be just as costly

PensionmarkMeridien is a full-service Retirement Plan Advisor that will assist you and your participants to focus on retirement.

Just as physical health changes, 401(k) plan regulations and needs do too. Your advisor should be proactive, responsive, and doing much more than just selecting an investment line-up.

Add our 401(k) Check up to your to-do list and let our team see if your 401(k) plan still meets your needs.

Get your plan healthy: reduce plan sponsor workloads and improve participant outcomes. Our tested process provides help with fiduciary governance, education, relationship management and all the support your plan needs.

Schedule your free, no obligation, benchmark today!

Contact us to speak with 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).