July 2, 2018

Qualified Plan Specialist Roger Rocha Expands Pensionmark’s Footprint in California

Contact: Renata Coimbra - (805) 456-7098 - Renata.Coimbra@Pensionmark.com June 26, 2018 – Retirement Plan Specialist Roger Rocha joins the Pensionmark network of...
Read More
May 2, 2018

Pensionmark Hosts 2018 Spring Advisor Conference in Chicago, IL

PRESS RELEASE – FOR IMMEDIATE RELEASE Contact: Renata Coimbra - (805) 456-7098 - Renata.Coimbra@Pensionmark.com Chicago, IL - Pensionmark welcomes over 75 of...
Read More
April 26, 2018

Pensionmark Welcomes Advisors Shelly Horwitz & Greg Kutrow to National Network

PRESS RELEASE – FOR IMMEDIATE RELEASE Contact: Renata Coimbra - (805) 456-7098 - Renata.Coimbra@Pensionmark.com Washington, D.C. - Shelly Horwitz and Greg Kutrow...
Read More
March 26, 2018

Pensionmark Named a 2018 Best Place to Work for Financial Advisers by InvestmentNews

PRESS RELEASE – FOR IMMEDIATE RELEASE Contact: Renata Coimbra - (805) 456-7098 - Renata.Coimbra@Pensionmark.com Santa Barbara, CA – Pensionmark was chosen as...
Read More
January 4, 2018

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

Pensionmark is pleased to welcome its newest affiliate, Michael (Mo) Morris. Mr. Morris has managed his advisory practice for over...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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 7,...
Read More
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...
Read More
June 2, 2017

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

Pensionmark welcomes its newest affiliate, based in Aliso Viejo, CA and led by co-founders Shannon Main and Kathleen Branconier. Main...
Read More
May 6, 2017

Why Work with a CEFEX Advisor

The independent CEFEX Investment Advisor certification demonstrates fiduciary excellence at the firm, based on a best practice standard. Investment Advisory...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
August 29, 2016

Pensionmark Adds $1B Meridien Benefits to Network

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