ABOUT US

WE’RE INNOVATING TO HELP IMPROVE OUTCOMES

Our mission: tackling the industry’s biggest challenges
Since 1988 we have come to work every day at Pensionmark to tackle some of the biggest challenges faced in financial services. How do we deliver the most exceptional products and services to our clients, manage our client’s costs and risks, without compromising our core values? We began with a mission to help plan sponsors and individual investors meet and exceed their retirement plan needs and obligations, and to do it with the utmost professionalism and uncompromising integrity.

A TRANSFORMATIONAL CONCEPT BASED ON A 30-YEAR JOURNEY

At first, it was pure elbow grease. We put our heads down and made it happen. Quick growth and success inspired our President and CEO, Troy Hammond, to create a vision of a better way, a scalable model leveraging the best technology and people in the industry. A way to deliver more tailored and comprehensive services to our clients while managing costs. Our Advisor Support Program was born, a centralized, outsourced service infrastructure to support growth and productivity for successful retirement plan advisors nationwide. And everyone benefits.

An innovative spirit and a passion for service
From our subject matter experts to our interns, Pensionmark people are passionate about what we do. Our no-holds-barred service culture means everyone goes the extra mile. Put this together with a game-changing business innovation and you get results. We are thankful to have been recognized for our efforts, including being named as PLANSPONSOR magazine’s inaugural 2013 “Retirement Plan Adviser Multioffice Team of the Year” and as one of the fastest growing companies in America by Inc. Magazine.

We believe the greatest returns are the ones we make to others
We are thankful for our success, and believe strongly in sharing that success through giving back. We support charitable organizations that we feel can help people in need to enhance their emotional, physical and financial wellness. Its not just about writing a check, we encourage our employees to get fully engaged and participate. Time is the greatest commodity we can share. Our team members have traveled the world to help. Photo at right: Pensionmark team in Chile building and delivering wheelchairs for people giving them the gift of mobility.