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Tag Archive

Coffee Talk: How to Prepare for Your Employee Benefit Plan Audit

Alexis DuffyApril 22, 2021Webinars

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.

Coffee Talk: Post-Election Policy & Tax Planning Priorities

Alexis DuffyNovember 23, 2020Newsroom, Webinars

Don’t miss out on a chance to learn more about the ever-changing landscape of rules and laws that affect your business.

FINANCIAL WELLNESS CENTER

About Us

PensionmarkMeridien assists corporate and individual clients by developing, maintaining and communicating insurance and investment based solutions to help grow, maintain and transfer wealth.

Most Popular Post

  • “Retirement” Has Changed! Here’s What You Need to Know in Today’s World 821 views
  • Named To NAPA Top DC Advisor Teams 2019 683 views
  • Pensionmark® Adds $1B Meridien Benefits to Network 663 views
  • Senior Director Chris Barrett Interviewed by BenefitsPRO 641 views

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PensionmarkMeridien

PensionmarkMeridien assists corporate and individual clients by developing, maintaining and communicating insurance and investment based solutions to help grow, maintain and transfer wealth.

Contact Info

  866-871-9963
  hello.meridien@pensionmark.com
  Mon-Fri 9:00am-5:00pm

Address

By Appointment Only:
10 Dorrance Street
Suite 524
Providence, RI 02903

Pensionmark

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).

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