What has Your Advisor Done for You ?

Alexis DuffyNewsroom

sharks circling scuba divers

Inflation is a Killer!
You shouldn’t ignore this particular problem
until it swims up and bites you in the assets.

PensionmarkMeridien is a full-service Retirement Plan Advisor that can help you and your participants navigate the waters of retirement planning.

We can provide you with a bigger boat and 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.

Regulations and needs of 401(k) plans are constantly changing. 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 frenzy!  If you don’t feel ‘FIN’tastic about your current advisor, please, contact us to meet our team.

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 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).