Pensionmark Named a PLANADVISER’S Top 100 Retirement Plan Adviser for the 9th Time

By February 13, 2019

Pensionmark Financial Group is pleased to announce it was named as a 2019 PLANADVISER Top 100 Retirement Plan Adviser. Pensionmark has been recognized on PLANADVISER’S annual list for nine years, since its inception in 2011.

The list includes advisers at the top of their respective peer groups in terms of assets under advisement (AUA) or number of retirement plan clients—including sponsors of defined contribution (DC), defined benefit (DB) and nonqualified plans.

Find Pensionmark is named as a “Mega Team with $12 Billion or More in Retirement Plan Assets Under Advisement” and “Mega Team with more Than 300 Retirement Plans Under Advisement”.

 

About PLANADVISER Top Retirement Plan Advisers List

The “PLANADVISER Top 100 Retirement Plan Advisers” list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. For an adviser to be eligible for recognition in the 2019 Top 100, he had to submit a completed entry to our 2018 Retirement Plan Adviser Survey, which was fielded this past September. A sub-segment of the questions was used to determine eligibility for the Top 100.

See the full list here: https://www.planadviser.com/awards/top-100/#!/2019/List-By-Category