What has Your Advisor Done for You ?

Alexis DuffyNewsroom

While the Kids are going Back to School
PensionmarkMeridien gets Back to Basics with 401(k)

401(k) plans can be complex, and regulations continually change. First, we’ll help you and your participants with the ABC’s of retirement planning, and then we’ll start the AP classes.

A 401(k) advisor should help employers design, develop and maintain the fiduciary policies that evaluate, monitor and document all aspects of the Plan.

A 401(k) advisor should also provide a financial wellness program that fully educates employees.

PensionmarkMeridien is a full-service retirement plan advisor. 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.

Advisors should reach out often and not leave you befuddled! If you don’t feel educated by 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).