What has Your Advisor Done for You ?

Alexis DuffyNewsroom

You worked hard to build your retirement benefit.
You deserve an advisor who can help sculpt & design your plan. 

PensionmarkMeridien is a full-service Retirement Plan Advisor that assists clients in carving out their plans for the future, and helps to protect their retirement.

We can also 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 proactive, responsive, and doing much more than just selecting an investment line-up.  We can help you be beachy keen. 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 don’t feel fine and sandy 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).