AIM TO ACHIEVE BETTER OUTCOMES, NAVIGATE CHANGE AND REDUCE YOUR WORKLOAD
Work towards an informed and strengthened plan, for a lot less work
Pensionmark will not only take the hassles (and yellow sticky reminders) off your desk, we strive to give you a plan that’s healthier for your company and your employees. Which is what you really want, if you only had time to think about it. Let us help. You’ll receive hands-on “boutique” service from an independent advisor backed by the scale, support and industry clout of a major national firm. The goal is for everything to improve: service, employee participation, plan health, compliance. Hopefully all in less time.
What’s your plan health score? You may be surprised.
A lot has changed in the retirement plan space in the past couple of years. Have you kept up? Is your plan design optimized? How about fee structure? Investment choices? Participation rates? Your Pensionmark advisor works hand in hand with you to help ensure all of the above align with your objectives. We help customize your goals around participation, deferrals, and asset allocation and provide real-time reporting to track your Plan Health over time.
ARE YOUR EMPLOYEES FINANCIALLY FIT?
Are your employees on track for retirement? Are they happy and productive, instead of spending time at work worrying about money? Pensionmark’s unique Financial Wellness program, founded in behavioral economics, includes easy interactive budgeting and saving tools, education and support. We empower people to get financially fit. Employees can call our team of bilingual reps for help along the way.
We help to uncover and mitigate risks you weren’t aware of
Navigating the retirement plan maze isn’t what it used to be. Do you fully understand your fiduciary obligations? When was the last time you reviewed your plan costs and fee structure? Pensionmark experts help you to identify risks and provide guidance to assist you in mitigating them. And, since we are 100% objective, we’re your advocates in a complex world, putting your interests first.