Like Easter Bunnies, there are different types of Advisors
Which kind do you have?
At PensionmarkMeridien, we hop right to work for you, delivering egg-cellent service and treating our clients like VIP’s all year round.
As a full-service Retirement Plan Advisor, we can 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 doing 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. If you feel you’re ready to egg-spell your current advisor, please, contact us.
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).