May 7, 2020

Annotated guidance on IRS Q&A regarding coronavirus related relief for plans and IRAs

On May 4, 2020, the Internal Revenue Service (“IRS”) issued the following Questions and Answers in advance of formal published...
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May 1, 2020

CARES Act Update on EBSA Disaster Relief Notice 2020-01

On April 29 2020, the Employee Benefit Security Administration (“EBSA”), a division of the Department of Labor (“DOL”), issued Disaster...
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March 27, 2020

Legislative Bulletin: The CARES Act and the Federal COVID-19 Relief Package

Download in PDF Congress has reached an agreement on Phase 3 of the COVID-19 relief package - a $2 trillion...
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January 28, 2020

Retirement Plan Consultant Shelly Howard-Horwitz Invited to Serve on DCIIA’s RIA Advisory Council

Ms. Howard-Horwitz brings 25 years of corporate governance, investment management, and defined benefit and executive compensation experience to her new...
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October 10, 2019

Seven Pensionmark Advisors Named 2019 Financial Times 401 Top Retirement Advisers

October 10, 2019 – Pensionmark is pleased to announce that Mero Capo, Jim Lyday, Debbie Matustik, Michael Morris, James Moyes,...
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August 6, 2019

Pensionmark Advisors Named as 2019 Delegates to NAPA DC Fly-In Forum

PRESS RELEASE – FOR IMMEDIATE RELEASE Contact: Renata Coimbra - (805) 456-7098 - Renata.Coimbra@Pensionmark.com Washington D.C. - Kathy Branconier, Kristen Deevy, Shannon...
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May 16, 2019

Kristen Deevy of Denver, CO newest advisor of the Pensionmark Network

SANTA BARBARA, C.A., May 14, 2019 – Pensionmark expands their presence in Denver, CO and welcomes Kristen Deevy to the...
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May 16, 2019

Pensionmark affiliates combine to expand services between Aliso Viejo and Pleasanton, CA

PRESS RELEASE – FOR IMMEDIATE RELEASE Contact: Renata Coimbra - (805) 456-7098 - Renata.Coimbra@Pensionmark.com May 16, 2019 – Pensionmark affiliates based in...
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May 8, 2019

Pensionmark Takes Over New York in 18th Annual Conference

  PRESS RELEASE – FOR IMMEDIATE RELEASE Contact: Renata Coimbra - (805) 456-7098 - Renata.Coimbra@Pensionmark.com New York, NY - Pensionmark Financial Group, LLC...
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February 13, 2019

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

Pensionmark Financial Group is pleased to announce it was named as a 2019 PLANADVISER Top 100 Retirement Plan Adviser. Pensionmark...
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January 25, 2019

Competing and Thriving in a Cost-Sensitive Market

As 2018 ends and our advisors are finalizing their 2019 business plans, a consistent theme is how to continue to...
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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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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 - Renata.Coimbra@Pensionmark.com 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 - Renata.Coimbra@Pensionmark.com 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 - Renata.Coimbra@Pensionmark.com 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 - Renata.Coimbra@Pensionmark.com 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 - Renata.Coimbra@Pensionmark.com 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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