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Pensionmark Partners With Fiduciary Retirement Advisory Group


SANTA BARBARA, CA, June 2, 2017 -- Pensionmark® welcomes its newest affiliate, Fiduciary Retirement Advisory Group, based in Aliso Viejo, CA and led by co-founders Shannon Main and Kathleen Branconier. The firm's partners have served in the industry for a combined 40 years, providing fiduciary management and high-level consulting exclusively to retirement plans.

Fiduciary Retirement Advisory Group's mission is to ensure their clients are dedicated to an effective fiduciary process regardless of outside factors such as challenging markets, economic uncertainty and legislative changes. Well-trained in fiduciary best practices, the firm offers a successful model of leadership in alleviating the burden on plan sponsors and minimizing liability, while offering personalized education and encouragement to the plan's participants.

"In today's increasingly complex landscape of retirement plans and the fiduciary obligations of plan sponsors, we find it invaluable to be backed by Pensionmark's deep resources, the knowledge to support our expertise, the technology to support our proactive service model and the capacity to support our measured growth," commented Ms. Main. "The fact that they are very pleasant professionals to work with makes for a strong alignment with our firm's own style."

"I've known Shannon for over 15 years and I'm very excited to finally be working with her and Kathleen. They have a stellar reputation in the industry and will bring with them a deep understanding of the retirement industry and a great track record of servicing their clients. All of us at Pensionmark are looking forward to having them on the team," commented Mike Woods, Executive Vice President of Pensionmark.

Branconier and Main bring an established track record of local and regional presence to the Southern California marketplace. Fiduciary Retirement Advisory Group will benefit from the size, strength and relationships of a national consulting firm with tested reliability in investment analytics, due diligence monitoring, plan sponsor fiduciary training, employee financial wellness programs, and preparedness for compliance with the DOL Fiduciary Rule.

About Pensionmark Financial Group

Pensionmark® Financial Group network represents over 150 advisors and staff across 40 locations across the country with approximately 2,000 retirement plan clients. Pensionmark's network of retirement specialists include defined contribution, defined benefit and terminal funding, not-for-profit, wealth management, and executive/deferred compensation specialists.


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