Pensionmark welcomes its newest affiliate, based in Aliso Viejo, CA and led by co-founders Shannon Main and Kathleen Branconier.
Main and Branconier, the firm’s partners, have served in the industry for a combined 40 years, providing fiduciary management and high-level consulting exclusively to retirement plans.
Fiduciary Retirement Advisory Group’s mission is to ensure their clients are dedicated to an effective fiduciary process regardless of outside factors such as challenging markets, economic uncertainty and legislative changes. Well-trained in fiduciary best practices, the firm offers a successful model of leadership in alleviating the burden on plan sponsors and minimizing liability, while offering personalized education and encouragement to the plan’s participants.
“In today’s increasingly complex landscape of retirement plans and the fiduciary obligations of plan sponsors, we find it invaluable to be backed by Pensionmark’s deep resources, the knowledge to support our expertise, the technology to support our proactive service model and the capacity to support our measured growth,” commented Ms. Main. “The fact that they are very pleasant professionals to work with makes for a strong alignment with our firm’s own style.”
“I’ve known Shannon for over 15 years and I’m very excited to finally be working with her and Kathleen. They have a stellar reputation in the industry and will bring with them a deep understanding of the retirement industry and a great track record of servicing their clients. All of us at Pensionmark are looking forward to having them on the team,” commented Mike Woods, Executive Vice President of Pensionmark.
Branconier and Main bring an established track record of local and regional presence to the Southern California marketplace. Fiduciary Retirement Advisory Group will benefit from the size, strength and relationships of a national consulting firm, with tested reliability in investment analytics, due diligence monitoring, plan sponsor fiduciary training, employee financial wellness programs, and preparedness for compliance with the DOL Fiduciary Rule.
About the Pensionmark Advisor Support Program
Pensionmark’s Advisor Support Program provides its affiliates a full-service suite of deliverables and the groundwork needed to position their practices for long-term growth without losing the spirit of independence. In addition to benefiting from the size, strength, and relationships of a national consulting firm, customizable solutions allow the affiliate to select the support level that best suits their business model and client base. Pensionmark’s centralized service design provides time-tested reliability in investment analytics and due diligence monitoring, plan sponsor and participant employee education systems, compliance support, and preparedness of the DOL Fiduciary Rule.