Tag: 401K

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. 

Click here to learn more.

 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).

During the Game….

When your team is charging down the field towards a retirement touchdown, you’ll want someone who’s not just cheering you on but able to assist with questions, concerns and participant education. 

PensionmarkMeridien is a full-service Retirement Plan Advisor that can help 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 more than just selecting an investment line-up.

If you feel your advisor isn’t providing your team with the right playbook, please, contact us. 

Click here to learn more

 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).

Is that what your current Retirement Plan Advisor does too?
What has Your Advisor Done for you Lately?

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. 

Don’t panic! While it may be Groundhog’s day again and again you can change your Retirement Plan by contacting us now.

 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).

Let PensionmarkMeridien Make Your Nice list
We are a Full–Service Retirement Plans Advisor

While we can’t actually help you decorate for the holidays, 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. You can celebrate your holidays, while we help with your Retirement Plan wish list.
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 your current needs aren’t being met, please, contact us to meet our team.

Give yourself an early holiday gift and Click here to learn more

 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).

At PensionmarkMeridien – when it comes to retirement plans, we give you the complete meal

Are your current retirement plan services as dry as your favorite aunt’s turkey? This isn’t just turkey talk. It’s actually straight forward, just like saving some room for dessert…

Constantly changing regulations on 401(k) plans means an advisor’s job is 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.

PensionmarkMeridien is a full-service retirement plan advisor, we focus on helping to improve participant outcomes while assisting in reducing plan sponsor workloads.

You’ll be thankful you gave us a call. Please, contact us to meet our team.
Click here to learn more

 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).

At PensionmarkMeridien we will show you the
tricks and give you some treats

This isn’t a Halloween riddle. It’s actually quite simple, but it’s the kind of simple thing that seems obvious when you hear it, yet never seems to happen this way.

Constantly changing regulations and needs on 401(k) plans means it’s 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.

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.

If you want a full sized advisor experience, please, contact us to meet our team.
Click here to learn more

 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).

Communicating with your advisor shouldn’t feel like
Talk Like a Pirate Day, every day.

PensionmarkMeridien is a full-service Retirement Plan Advisor. That helps you and your participants navigate the retirement planning voyage.

We can provide you with the knowledge to 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 to help find your treasure.

With constantly changing regulations on 401(k) plans, your advisor should be proactive, responsive, and doing more than just selecting an investment line-up.

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.

Ahoy, matey! Advisors should reach out often and not leave you marooned! If you are looking for a new advisor, X marks the PensionmarkMeridien spot! Contact us to meet our team.

Click here to learn more

 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).

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.

Click here to learn more

 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).