Welcome
PENSION INSIGHT is separate unaffiliated entity from Pensionmark Financial Group. Pensionmark Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. As of December 31, 2020, the Pensionmark network of advisors and firms collectively provides support to over $80.7 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $24.2 billion.
Key Beliefs
What Plan Sponsors Seek Minimal Liability, Complexity, and Workload Help with fiduciary guidance and protection Ensure compliance, reasonableness of fees & adopting most competitive and progressive plan design Simplicity Better Retirement Outcomes Attract/retain strong talent...