Pensionmark was founded in 1988 as a consulting firm dedicated to providing the industry’s premier independent retirement plan and investment advisory services to employers, executives, and individual investors with the utmost professionalism and uncompromising integrity.
With offices throughout the United States, Pensionmark is recognized as one of the leading consulting firms in the nation. Pensionmark team members have been named to 401K Wire’s list of "Most Influential Advisors" and among the "Most Influential People in Defined Contributions."1 Pensionmark has also been named by plansponsor and PLANADVISER magazines as one of the nation’s most successful retirement plan consulting organizations.2
Pensionmark has also been recognized in the Inc. 5000 Magazine for fastest growing company for three consecutive years as well as PLANADVISERS “Retirement Plan Adviser Multi-Office Team of the Year”.3
We provide unbiased retirement plan consulting, financial planning, and investment advice, based on a thorough understanding of each client’s unique circumstances and objectives. We support our clients with a nationwide network of consultants who have decades of experience. We employ cutting-edge technology and analytics using a team-based approach. We understand that the financial services industry is constantly evolving and are committed to continually enhancing our capabilities to help you stay ahead.
1 401K Wire, November 2010 (based on reader votes, input from distributors and statistics about advisor practice gathered directly from nominees). 2 plansponsor Magazine, January 2009 (nominated by industry professionals and selected based on quantitative evaluation of service levels and feedback from plan sponsor clients; advisors who have attained the plansponsor Retirement Professional designation receive an automatic nomination)/plansponsor Magazine, December 2006. 3 Recognized as one of Inc. Magazine’s Fastest Growing Private Companies in America in 2012, 2013, and 2014; PLANADVISER Magazine, September/October 2013. Nominated by industry professionals and selected by PLANADVISER committee and based on a qualitative evaluation of service levels.