What has Your Advisor Done for you Lately?
You’ll always feel the love from PensionmarkMeridien. Like dating, 401(k) plans can be complex and rules are continually changing.
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; improve participant outcomes, navigate change and reduce plan sponsor workloads. We provide fiduciary governance, education, relationship management and all the support your plan needs.
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).