November 27, 2017

Pensionmark Network Expands with $3 Billion ProCourse Fiduciary Advisors

Pensionmark is pleased to welcome its newest affiliate, ProCourse Fiduciary Advisors (ProCourse). Based out of Indianapolis, ProCourse is and will...
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November 8, 2017

Pensionmark hosts 2017 Fall Advisor Conference in Austin, TX

Pensionmark kicks off its second advisor conference of the year with nearly 100 advisors and partners in attendance. Highlights of...
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October 19, 2017

2018 Retirement Plan Limits Announced

On October 19, 2017, the IRS announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related...
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October 15, 2017

Pensionmark and Pension Resource Institute Partner to Enhance DOL Fiduciary Preparedness for Pensionmark Advisors

Pensionmark and The Pension Resource Institute, LLC (PRI) have partnered to expand Pensionmark’s fiduciary support tools for advisors.  PRI will...
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September 7, 2017

Pensionmark and Benefitmark Partner for First New Jersey Office in the Network

Pensionmark welcomes Mark Scalera, PPC®, C(k)P®, AIF®, CRPS and the Benefitmark team based out of Morristown, New Jersey.   September...
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July 18, 2017

Pensionmark Expands Proprietary Investment Tool Suite

Pensionmark unveiled a suite of additional proprietary investment reporting tools this quarter. The new enhancements provide Advisors and their Plan...
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June 2, 2017

Pensionmark Partners with Shannon Main and Kathy Branconier of Fiduciary Retirement Advisory Group in California

Pensionmark welcomes its newest affiliate, Fiduciary Retirement Advisory Group, based in Aliso Viejo, CA and led by co-founders Shannon Main...
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April 26, 2017

Pensionmark Spring 2017 National Advisor Conference

Pensionmark Financial Group is hosting their Spring 2017 National Advisor Conference in San Diego, California; over 80 advisors and colleagues...
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January 8, 2017

Pensionmark Advisors recognized by NAPA in their 2017 League of Their Own Top Women Advisors

Amanda Chan (Houston) and Debbie Matustik (Austin), Michele Lantz (Lancaster), and Laura Battle (Santa Barbara) were recognized by Napa in...
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January 8, 2017

Pensionmark Advisors named in NAPA’s Young Guns Top Advisors Under 40

Chris Strother (Denver), Dean Salyer (San Antonio), Jesus Rodriguez (San Antonio), and James Moyes (Utah) were  acknowledged top plan advisors...
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January 8, 2017

Pensionmark Recognized in PLANADVISER Top 100 in 2017

Pensionmark® Financial Group was recognized in the MEGA TEAM segment based on more than 1,500 retirement plans under advisement. The...
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November 30, 2016

Pensionmark Expands in Florida with Addition of ECM Group

Pensionmark is pleased to welcome its newest affiliate, Florida-based ECM Group. November 30, 2016 –  ECM Group is a leading...
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September 8, 2016

Pensionmark Recognized as 2016 Top Advisers by PLANADVISER

Pensionmark® Financial Group was recognized in the MEGA TEAM segment based on more than $5B in retirement assets under advisement...
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August 29, 2016

Pensionmark Adds $1B Meridien Benefits to Network

Pensionmark is pleased to welcome its newest affiliate, Meridien Benefits, Inc. (“Meridien”), a is a leading provider of employee benefit...
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July 25, 2016

Pensionmark Partners with $7.5 Billion Asset Strategy Consultants

Pensionmark is pleased to welcome its newest affiliate, Asset Strategy Consultants (“ASC”), the first Maryland-based consulting firm to affiliate with...
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June 11, 2016

Pensionmark Financial Group Receives 2016 Best of Santa Barbara Award

Santa Barbara Award Program Honors the Achievement June 11, 2016 – Pensionmark Financial Group has been selected for the 2016...
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June 11, 2016

Pensionmark Welcomes Ridge Retirement Consultants’ New York Metropolitan Office

Ridge Retirement joins Pensionmark Financial Group as its newest affiliate office. July 18, 2016 – The Pensionmark network of advisors...
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June 6, 2016

Pensionmark Expands Network in Houston, Texas

Kerns Capital Management joins Pensionmark Financial Group as newest affiliate office. The Pensionmark network of advisors continues to grow as...
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February 27, 2016

Pensionmark Announces Veronica Taylor as “Pensionmark All Star”

Veronica Taylor named as “Pensionmark All Star” at the 2016 RM/OM Conference. Pensionmark Financial Group awarded Veronica Taylor out of...
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