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Tag: Advisor

What has Your Advisor Done for You?

Written by support@seostats.com on . Posted in Newsroom.

Well luck has nothing to do with it at PensionmarkMeridien.  We are a full-service Retirement Plan Advisor here to help. 

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 your current needs aren’t being met, please, contact us. 

Click here to learn more

What has Your Advisor Done for You?

Written by support@seostats.com on . Posted in Newsroom.

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.

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

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.

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).

What has Your Advisor Done for You?

Written by support@seostats.com on . Posted in Newsroom.

Inflation can be a killer!
You shouldn’t ignore this particular problem until it swims up and bites you in the assets

PensionmarkMeridien is your full-service Retirement Plan Advisor That can help you and your participants navigate the waters of retirement planning.

We can provide you with a bigger boat to 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.

Regulations and needs of 401(k) plans are constantly changing. Your advisor should be proactive, responsive, and doing much more than just selecting an investment line-up.

Advisors should reach out often and not leave you in a frenzy!  If you don’t feel ‘FIN’tastic about 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).

What has Your Advisor Done for You?

Written by support@seostats.com on . Posted in Newsroom.

This Easter, are you on the hunt for an egg-cellent advisor?

PensionmarkMeridien is your 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, egg-ucation,  relationship management and all the support your plan needs.

Contact us to meet our team, not a bad egg in the basket.


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).

What has Your Advisor Done for You?

Written by support@seostats.com on . Posted in Newsroom.

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 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).

What has Your Advisor Done for You?

Written by support@seostats.com on . Posted in Newsroom.

It’s Spring Time and Baseball is Back.
Is Your Current Advisor a Swing and a Miss When it Comes to Your Retirement Plan?

PensionmarkMeridien is your hometown, professional, full-service Retirement Plan Advisor with an eye on the ball.

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 proactive, responsive, and 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.

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).

What has your advisor done for you?

Written by support@seostats.com on . Posted in Newsroom.

Does your advisor help you with the juggle?
Or are you left feeling like a solo artist.

Balancing educating your participants and keeping your 401(k) plan on track can be a juggle, but it doesn’t have to be. You have other obligations to juggle, let the team at PensionmarkMeridien keep the pieces of your 401(k) Plan together.

PensionmarkMeridien is a full-service Retirement Plan Advisor that can help reduce plan sponsor workloads and improve participant outcomes. We assist with fiduciary governance, education, relationship management and all the support your plan needs.

Schedule your free, no obligation, Benchmark today!

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).

What has your advisor done for you?

Written by support@seostats.com on . Posted in Newsroom.

Does your Current Advisor give you Pumpkin to talk about or are they just a Fowl on your Plan?

With PensionmarkMeridien, a full-service retirement plan advisor, on your side, getting the longer part of the wishbone is a snap. And when you sit down at the table with PensionmarkMeridien we have plenty of sides to share including assisting to reduce plan sponsor workloads and improve participant outcomes.

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.

You’ll be thankful you gave us a call to schedule your free, no obligation, benchmark

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).