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 Recognized as one of the nation's top Retirement Plan Advisors1...

At Pensionmark Retirement Group, we are addressing the issue of retirement security....head on. 

When we started Pensionmark Retirement Group our vision was to help plan sponsors, plan participants, and individual investors meet and exceed their retirement plan needs and obligations.  We wanted to accomplish this with the utmost professionalism and uncompromising integrity.

For over 20 years and with offices throughout the United States, the team of professionals at Pensionmark are recognized as one of the top retirement plan consulting firms in the nation [see News/FAQs].  As we look forward to the next 20 years, our mission is to set the standard by which companies in our industry are measured.

Call us at (888) 201-5488

What makes us different?

  • Experience
    Our breadth and depth of retirement plan expertise are direct results of our firm's over 20 years history and our team of dedicated representatives throughout the nation.

  • Specialists
    We run our practice differently than most. Our size allows us to have dedicated specialists with specific areas of expertise to provide each unique service that we deliver to our clients.

  • Independence
    Our
    solutions are offered through LPL Financial, an industry leader and the #1 independent broker/dealer in the nation since 1997*.  This independence allows us more flexibility in meeting the needs of our clients.

  • Toll-free Participant/Investor Call Center
    From 8:30 to 5:00PM, M-F, a dedicated team of bilingual representatives to assist you and your plan participants.


 Hot off the Press

Pensionmark team members Troy Hammond, President/CEO, Devyn Duex, VP Client Relations, Mike Woods, VP of Business Development, and Laura Battle, VP of Operations named as four of the nations 300 most influential advisors for 2011 by 401kWire (November 2010)
2011 Pension Plan Limits Released [Click here for more information]
100MostInfulential  Troy Hammond, President/CEO of Pensionmark nominated in the 2010 most influential people in defined contribution by the 401kwire.  (March 2010)
Pensionmark named as one of the most successful retirement plan advisory groups for 2009 by planadviser Magazine (Dec 2009)

 

* As reported by Financial Planning Magazine, June 1996-2010, based on total revenue

Learn More About our Services

Click on any of the brochures below to learn more about our services, or visit our Services pages by clicking HERE.

Corporate Retirement Plan Solutions
Corporate Retirement
Solutions

Executive Deferred Compensation Plans
Executive/Deferred
Compensation Plans 

  

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  1See Details on our "News" Page
Financial Advisors at Pensionmark Retirement Group may also be registered representatives with, and securities are offered through LPL Financial, Member FINRA/SIPC. Investment advisory services offered through Pensionmark Retirement Group, a Registered Investment Advisor and separate entity from LPL Financial.
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