There are five powerful forces that are transforming the trajectory of the global economy, shifting the priorities of societies and redefining business models. These forces are also changing the face of investing. We call these mega trends.
Join Mark Geraigery as he host Anna Nerys from Blackrock. Anna will discuss today’s most exciting opportunities — from autonomous driving to artificial intelligence — and how to access them through mega trend investing.
Wednesday May 15th 12:00-12:30 P.M. EST. If you are unable to attend the live webinar don’t worry, register to receive the replay!
Mark Geraigery Director of Qualified Plans PensionmarkMeridien Phone: 401-228-1407 Email: mgeraigery@pensionmark.com
Anna Nerys Product Strategist BlackRock
Pensionmark Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark and WIA Holdings, LLC (“World”) are affiliated through common ownership with Pensionmark Securities, LLC. Securities offered through Pensionmark Securities, LLC (Member FINRA/SIPC).
Pensionmark Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark and WIA Holdings, LLC (“World”) are affiliated through common ownership with Pensionmark Securities, LLC. Securities offered through Pensionmark Securities, LLC (Member FINRA/SIPC).
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).
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).
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).
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).
In April 2021, the DOL issued cybersecurity guidance to help protect Americans’ retirement plan assets from the increase in cybercrime. Please join us for a virtual discussion with Linn Freedman from Robinson+Cole to learn how to help protect your organization’s retirement plan. Discussion includes:
Review recent cyber-attacks against pension and retirement plans and how they occurred;
Review recent cyber-attacks against pension and retirement plans and how they occurred;
Offer tips to mitigate cyber risks; and
Provide take-aways for employers to consider to minimize the impact of a cyber-attack on their organization.
Tuesday, May 25, 2021 9:00 AM PDT/12:00 PM EDT
If you are unable to attend the live webinar don’t worry, register to receive the replay!
ABOUT PESIONMARKMERIDIEN 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. For more information visit www.pensionmarkmeridien.com
ABOUT R+C Robinson+Cole is an AmLaw 200 law firm established over 175 years ago, with a deeply-rooted culture of collaboration, civility and inclusion. The Mansfield Rule Certified-firm has more than 220 lawyers in ten offices throughout the Northeast, Mid-Atlantic, Florida and California, serving regional, national, and international clients, from start-ups to Fortune 50 companies. For more information visit www.rc.com.
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).
Facing an audit may seem daunting, however with the right amount of preparation and clearly defined roles and expectations, the process should be painless. We’re here to help.
Join PensionmarkMeridien as we host Rachel Retos, Partner and Assurance Practice Leader, and Dan Sullivan, Manager of Johnson O’Connor. Rachel and Dan will share tips on how to prepare for your employee benefit plan audit, identify compliance aspects of the audit, and provide insight into how to address some of the challenges that exist in a remote audit environment. They will also help you understand the rules specifying when you will require an audit.
Rachel Retos, CPA Partner and Assurance Practice Leader
Rachel has over 17 years of public accounting experience in a variety of fields, including audits of employee benefit plans, professional service companies, manufacturers, architects and engineers, nonprofit organizations and other privately-held businesses. Rachel was a key manager at her previous employer within an employee benefit plan group that provided audits and advisory services to over 150 plans. Rachel is a member of the American Institute of Certified Public Accountants and the Massachusetts Society of Certified Public Accountants as well as the ERISA Accounting & Auditing Committee of the MSCPA. She serves on the Executive Board of the Peabody Area Chamber of Commerce as Treasurer and also serves on the advisory board for career services at her alma mater, Salem State University.
Dan Sullivan, CPA Manager
Dan joined the firm in June 2020. Dan’s experience encompasses a wide-range of industries including employee benefit plans, manufacturing and distribution, professional services, and restaurants and retail. Dan’s previous experience includes 14 years in public accounting; the last 8 of which were with a national CPA firm where he was one of the technical leaders for the employee benefit plan practice. Dan is a member of the American Institute of Certified Public Accountants and the Massachusetts Society of Certified Public Accountants.
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).
