December 10, 2018

Plan Sponsors Ask…

Q: What are the risks of losing track of a plan participant? There are a few people who remain “on...
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November 23, 2018

Finding the Right Balance with Company Stock

Including company stock among the investments in your 401(k) plan can be powerful. It gives employees a voice in the...
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November 7, 2018

Pensionmark Hosts 17th Advisor Conference

Pensionmark Financial Group, LLC is hosting its Fall Sales Conference at the Hard Rock Hotel in San Diego, CA. Over...
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November 5, 2018

2017: A Good Year for Participants

Auto Features Contributing to Participation, Average Balance Increases It was a good year for individual account plans, including 401(k)s and...
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September 28, 2018

Seven Pensionmark Advisors Named to 2018 Financial Times 401 Top Retirement Advisers

September 27, 2018 – James A. Lyday, Michael E. Morris, W. Dean Salyer III, Joe Stack, James D. Moyes, Kenneth...
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September 26, 2018

Pensionmark Partners with $3.0B Hooker & Holcombe’s Investment Advisory Group

Contact: Renata Coimbra - (805) 456-7098 - September 26, 2018 – Pensionmark is pleased to welcome Hooker & Holcombe’s Investment Advisory...
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August 9, 2018

Pensionmark Advisors Participate as Delegates to the NAPA DC Fly-In Forum

August 9, 2018 – Shelly Horwitz, Shannon Main, Kathy Branconier, Michael Morris, Casey Taylor, and James Moyes of Pensionmark Financial...
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July 2, 2018

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

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

Pensionmark Hosts 2018 Spring Advisor Conference in Chicago, IL

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

Pensionmark Welcomes Advisors Shelly Horwitz & Greg Kutrow to National Network

PRESS RELEASE – FOR IMMEDIATE RELEASE Contact: Renata Coimbra - (805) 456-7098 - Washington, D.C. - Shelly Horwitz and Greg Kutrow...
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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 - Santa Barbara, CA – Pensionmark was chosen as...
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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...
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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 7,...
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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, based in Aliso Viejo, CA and led by co-founders Shannon Main and Kathleen Branconier. Main...
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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...
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