There is a lot more involved with a Retirement Plan than just selecting an investment line-up.

401(k) plans can be complex, and the regulations continually change.

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.   

What has your advisor done for you?

PensionmarkMeridien is a full-service retirement plan advisor.  We help to achieve better participant outcomes, navigate change and reduce plan sponsor workloads.  

Our service model is based on providing fiduciary governance, education, relationship management and all the support your plan needs.  

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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).