Does your Current Advisor give you Pumpkin to talk about or are they just a Fowl on your Plan?
With PensionmarkMeridien, a full-service retirement plan advisor, on your side, getting the longer part of the wishbone is a snap. And when you sit down at the table with PensionmarkMeridien we have plenty of sides to share including assisting to reduce plan sponsor workloads and improve participant outcomes.
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.
You’ll be thankful you gave us a call to schedule your free, no obligation, benchmark
Contact us to speak with 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).