Pensionmark Partners with Distinguished Advisor in Ohio to Reach 50 Offices Nationwide

By January 4, 2018

Pensionmark is pleased to welcome its newest affiliate, Michael (Mo) Morris.

Mr. Morris has managed his advisory practice for over 25 years and is recognized as one of the industry’s leading retirement plan advisors. He is frequently quoted and a regular expert panelist at national industry conferences. Mr. Morris was recognized in 2017 as a Top 100 Consultant by the Financial Times and was nominated three times as a “Top 300 401k Influencer” within the retirement plan industry. Based in Cincinnati, his institutional consulting practice oversees both corporate, non-profit and government retirement plans throughout the Mid-West.  Over the past, Mr. Morris has previously maintained affiliations with National Retirement Partners (NRP), 401k Advisors, and most recently with Strategic Retirement Partners (SRP).

“I have followed Pensionmark’s success for several years and have been extremely impressed with the level of support and services they offer to retirement plan consultants,” commented Mr. Morris. “Having participated in other aggregation/affiliate models I feel I am extremely knowledgeable regarding all of the platforms and various services that are available to consultants within the plan consulting marketplace. For me, it was about partnering with the most comprehensive model that provides me the most back office support, a top-rated financial wellness program and truly some of the best plan fee and investment benchmark reporting within the industry to help me deliver superior results to my clients. I am confident Pensionmark is the best solution out there to help deliver these types of results and I am extremely excited about our futures together.”

Troy Hammond, CEO of Pensionmark, stated “Mo has been a good friend of ours for years, and has always been a nationally recognized consultant that we both admire and respect. Mo’s history in this industry allows him to bring unique intellectual capital and insight to the Pensionmark family. His institutional client service model blends well with our services, and we are excited to expand his practice and help him enhance the services he is providing to his current clients.”

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, lead generation and proposal assistance, compliance support, and preparedness of the DOL Fiduciary Rule.