Proposal of Services

Our Vision

For Our Employers

• Attract and retain the best employees
• Mitigate liability
• Minimize cost
• Reduce workload

For Their Employees

• Highest quality plan design
• Most appropriate investment options
• Financial Wellness

For Pensionmark

• Experience and innovation
• Challenge the Status Quo
• Depth of resources
• Uncompromising integrity
• Flexibility in Platform and Investment solutions
• Philanthropy
• Respecting the Environment

2,000 Employers

$20 Billion In Plan Assets

2,000,000 Employees Serviced

175 Advisors/Staff

PLANSPONSOR Retirement Plan Adviser Multi-office Team of the Year¹

Inc. 500|5000 Fastest-Growing Companies in America²

THE WALLSTREET JOURNAL Participant Financial Wellness Program³

FOX Business Covering Your Assets⁴

¹PLANSPONSOR Magazine September 2013. Nominated by industry professionals and selected based on a quantitative evaluation of service levels and feedback from Plan Sponsor clients.
²August, 2012/August 2013. Based on percentage revenue growth when comparing 2008 to 2011. To qualify, companies must have been founded and generating revenue by March 31, 2008. Additionally, they had to be U.S.-based, privately held, for profit, and independent—not subsidiaries or divisions of other companies—as of December 31, 2011.
³September 4, 2103.
⁴FOX Business interview of Pensionmark’s Executive Vice President on October 6, 2014.