Proposal of Services
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
- Experience and innovation
- Challenge the Status Quo
- Depth of resources
- Uncompromising integrity
- Flexibility in Platform and Investment solutions
- Respecting the Environment
$20 Billion In Plan Assets
2,000,000 Employees Serviced
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.