Mark Scalera

Managing Partner, Benefitmark

Designations: AIF®, CRPS®, C(k)P®, PPC™

Mark Scalera, AIF®, CRPS®, C(k)P®, PPC is the Managing Partner at Pensionmark’s New Providence, New Jersey office. He is also Managing Partner of his Corporate Benefits practice, Benefitmark. He has an extensive background in Corporate Retirement Plans, Executive Compensation Plans, Employee Benefits, Insurance and Investments. His clients primarily include mid-size corporations, small businesses, non-profits and corporate executives.

Mark is one of a select group of financial professionals in the nation to be invited to obtain the Certified 401(k) Professional designation, C(k)P®, through the Retirement Advisory University at UCLA Anderson School of Management Executive Education. It is the only such certification offered in cooperation with a nationally recognized institution of higher education. He currently holds licenses for Life, Health and Property & Casualty Insurance, as well as his Series 6 and 63 investment licenses. His professional industry designations include Chartered Retirement Plans Specialist, Accredited Investment Fiduciary, Professional Plan Consultant besides the Certified 401(k) Professional.

Mark has more than 35 years in the financial services business and has consulted on a range of projects for corporate acquisitions and divestitures, the federal employee retirement system FERS, U.S. defense contractors, airlines, shipping companies, manufacturers and multi-national IT consulting firms. He began his career in 1981 with Prudential.

Mark has participated in three DC Fly-In Forums as a member of the National Association of Plan Advisors (NAPA). This is a by-invitation-only event which gathers the nation’s top Retirement Plan Consultants who meet with members of Congress, representatives from the US Department of Labor, representatives of the Securities and Exchange Commission and other US Government executive branches to discuss important issues affecting Americans as they save for their retirement. On July 19, 2017, Mr. Scalera met with Congressman Leonard Lance who has served on the House Financial Services Committee and the House Energy and Commerce Committee. The discussion focused on the following issues:

  • The House Republican Blueprint for Tax Reform
  • Increased Limits and Expansion of Health Savings Accounts (HSA’s)
  • Pass-through Income Tax Rate Reductions and Their Potential Effect on the Current Retirement Plan System
  • Electronic Delivery of Retirement Plan Information and Notices
  • Using the “Sidecar” IRA Model to Reduce Investment Costs for HSA’s

Elizabeth Duda, Alisa Wolking, members of the Government Affairs Team for NAPA and the American Retirement Association, thanked Mr. Scalera for participating in the NAPA Fly-In Forum Meetings on Wednesday as a constituent with real-world insight into the operation of employer-sponsored retirement plans and recognized his participation in advocacy on the Hill continues to play a critical role in affecting retirement policy.