Pensionmark Financial Group

Pensionmarks Advisor Support Program provides its affiliates a full-service suite of deliverables and the groundwork needed to position their practices for long-term growth without losing the spirit of independence. In addition to benefiting from the size, strength, and relationships of a national consulting firm, customizable solutions allow the affiliate to select the support level that best suits their business model and client base. Pensionmarks centralized service design provides time-tested reliability in investment analytics and due diligence monitoring, plan sponsor and participant employee education systems, lead generation and proposal assistance, compliance support, and preparedness of the DOL Fiduciary Rule.