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 - 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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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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