@pensionmark.com
Pensionmark is a network of fiduciary retirement plan consultants and wealth advisors who work with employers and individual investors.
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Description
Pensionmark is a leading brand in the financial services industry, offering a range of products and services to help individuals and employers manage their retirement plans effectively. With a focus on defined contribution (DC) plans, Pensionmark provides comprehensive solutions for plan design, governance, investment management, and participant advice. One of the key highlights from Callan's 16th annual Defined Contribution (DC) Trends Survey is that Pensionmark keeps up with the latest developments in retirement plan topics, including legislation, diversity, equity, and inclusion.
The survey also provides valuable insights into the process of implementing a financial wellness program for employees. Pensionmark understands the importance of designing and monitoring a financial wellness program, recognizing that the responsibility often falls on the Human Resource staff. With a clear understanding of the risks involved, Pensionmark assists employers in effectively managing the benefits while ensuring compliance with legislative and regulatory frameworks.
Furthermore, Pensionmark prioritizes needs and objectives by focusing on savings behaviors, budgeting, debt management, and emergency savings. The brand offers incentives to encourage employee participation in financial wellness programs, helping individuals achieve their retirement goals. To measure effectiveness and determine success, Pensionmark utilizes usage data, participant feedback, return on investment, impact on savings behaviors, increased engagement, and cost analysis.
With Pensionmark's expertise and commitment to assisting individuals, employers, and plan sponsors, they have established themselves as a trusted partner in navigating the complexities of retirement planning. Visit their website for more information and access to valuable resources
Company Type
Privately Held
Company Size
201-500
Year Founded
1988
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