What has your advisor done for you?

Alexis DuffyUncategorized

Do you feel luck when you’re current Advisor contacts you?

Well luck has nothing to do with it at PensionmarkMeridien.  We are a full-service Retirement Plan Advisor that is always there 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