March 30, 2022

Eleven Pensionmark-Affiliate Teams Named to NAPA’s 2021 Top DC Advisor Teams

PRESS RELEASE – FOR IMMEDIATE RELEASE Contact: Renata Coimbra – Renata.Coimbra@Pensionmark.com The National Association of Plan Advisors has published its list...
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March 21, 2022

Donaldson Capital Management Partners with Pensionmark to Support their Retirement Plan Business

PRESS RELEASE – FOR IMMEDIATE RELEASE Contact: Renata Coimbra – Renata.Coimbra@Pensionmark.com Pensionmark is pleased to welcome Donaldson Capital Management (“DCM”) as...
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March 16, 2022

World Insurance Associates Acquires Pensionmark Financial Group

PRESS RELEASE – FOR IMMEDIATE RELEASE Contact: Renata Coimbra – Renata.Coimbra@Pensionmark.com TINTON FALLS, NJ, March 16, 2022 — World Insurance Associates...
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November 5, 2021

2022 Retirement-Related Contribution Limits

Download as PDF here. On November 4, 2021, the IRS announced cost of living adjustments changing dollar limitations for pension...
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September 14, 2021

Pensionmark Grows Northern California Footprint Adding Sourjohn-Kim Retirement Solutions to Network

PRESS RELEASE – FOR IMMEDIATE RELEASE Contact: Renata Coimbra – (805) 456-7098 – Renata.Coimbra@Pensionmark.com Pensionmark is pleased to welcome the San Ramon, CA-based...
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August 2, 2021

Vivaldi Capital Management Joins Pensionmark Advisor Support Program Adding $3B in supported assets

Pensionmark is pleased to announce Vivaldi Capital Management (“VCM”) as the newest team to join the Pensionmark advisor network, bringing...
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April 13, 2021

Pensionmark and Lion Street Announce Partnership

Pensionmark Financial Group and Lion Street, Inc have entered a partnership focused on providing life insurance services and solutions to...
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December 17, 2020

Pensionmark Financial Group and AssuredPartners Expand Their Partnership

Three AssuredPartners (AP) teams have joined the Pensionmark Advisor Support Program and affiliated with Pensionmark’s B/D and RIA. Lisa Vilardi...
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November 18, 2020

Eight Pensionmark Advisors Named to NAPA’s 2020 Top Women Advisors List

PRESS RELEASE – FOR IMMEDIATE RELEASE Contact: Renata Coimbra - (805) 456-7098 - Renata.Coimbra@Pensionmark.com Pensionmark is proud to announce eight advisors across...
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October 30, 2020

Seven Pensionmark Advisors Named to 2020 Financial Times 401 Top Retirement Advisers

PRESS RELEASE – FOR IMMEDIATE RELEASE Contact: Renata Coimbra - (805) 456-7098 - Renata.Coimbra@Pensionmark.com Pensionmark is pleased to announce that seven Pensionmark-affiliated...
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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 - Renata.Coimbra@Pensionmark.com 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 - 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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