Request A Retirement Plan Benchmark Report
To get started, submit your information below:
Founded in 1975, PensionmarkMeridien is a proudly independent, diversified financial services organization. We serve corporations, ranging from successful small businesses to the Fortune 50®, for-profit and non-profit organizations, and affluent families with unique insurance and investment services. PensionmarkMeridien’s mission is to assist our clients accumulation, preservation, and transfer of wealth.
As of December 31, 2020, the Pensionmark network of advisors and firms collectively provides support to over $80.7 billion in assets covering over 4,200 retirement plans across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $24.2 billion.