Retirement Plan Services

Executive Benefits & Employer-Sponsored Retirement Plans

We have partnered with Pensionmark, a leader in retirement plan and executive compensation consulting with offices throughout the United States. Pensionmark is recognized as one of the leading retirement plan consulting firms in the nation.

What We Do

We help employers manage their retirement plans more effectively and attract, reward, and retain the best employees. We provide unbiased retirement plan consulting, financial planning and investment advice, based on a thorough understanding of our clients’ unique circumstances and objectives. We support you with a nationwide network of consultants who have decades of of retirement plan and executive compensation experience. We employ cutting-edge technology and analytics using a team-based approach. We understand that the retirement plan market is constantly changing and are committed to constantly enhancing our capabilities to help our clients stay ahead.

Our Services include

  • Fiduciary Services
  • Plan Design Assistance
  • Investment Due Diligence
  • Communication and Education
  • Provider Search and Negotiations
  • Executive Compensation Programs
  • Financial Wellness Center
  • Personal Financial Portal for all of our clients’ Participants
  • Employer Education Center
  • Financial Calculators
  • Financial Wellness Help Center M-F 11:30am to 8pm (EST) 8:30am to 5:pm (PT)

Pensionmark Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Financial Advisors at Pensionmark may also be registered representatives of Pensionmark Securities, LLC (member SIPC), which is affiliated with Pensionmark through common ownership. Benefitmark and Pensionmark Financial Group, LLC/Pensionmark Securities, LLC are unaffiliated entities.

BROKERCHECK BY FINRA

Personal Financial Portal

Why do our clients choose Pensionmark?

Business Owners

We Understand Your Needs