August 6, 2020

Pensionmark Advisor, Shannon Main, Nominated as President of the Western Pension & Benefits Council Orange County Chapter

PRESS RELEASE – FOR IMMEDIATE RELEASE Contact: Renata Coimbra - (805) 456-7098 - Aliso Viejo, CA –The Western Pension & Benefits...
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June 11, 2020

DOL Issues Final Regulation on E-Delivery of Plan Disclosures

On May 21, 2020, the Department of Labor (DOL) issued its final regulation permitting electronic delivery of retirement plan participant...
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June 1, 2020

We Have Work To Do

Like many others across the country, I am deeply saddened, frustrated, and upset at the senseless death of George Floyd...
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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 - 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 - 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 - 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 - 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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