What has your advisor done for you?

Alexis DuffyUncategorizedLeave a Comment

Does your advisor treat you like a bad date on Valentine’s Day?

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 reduced plan sponsor workloads. We provide fiduciary governance, education, relationship management and all the support your plan needs.

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