Pensionmark and Pension Resource Institute Partner
SANTA BARBARA, CA, November 2, 2017 -- Pensionmark® and The Pension Resource Institute, LLC (PRI) have partnered to expand Pensionmark's fiduciary support tools for advisors. PRI will deliver strategic consulting on Department of Labor regulations and ERISA compliance and provide resources and training for Pensionmark advisors through its Resource Center (ARC) platform.
Jason C. Roberts, Chief Executive of PRI and partner at Retirement Law Group, explains that," PRI is thrilled to have the opportunity to assist Pensionmark in continuing to build out a competitive and compliant framework for their advisors to serve the needs of retirement investors. By providing ongoing support to both home office personnel and the Pensionmark network of advisors, our partnership will allow them to continue to grow their retirement business in a profitable and sustainable manner."
Troy Hammond, Pensionmark's President and CEO adds, "Jason has been a long-time colleague and friend to our firm, and this partnership enhances our relationship allowing us to offer an even more robust fiduciary support model for our advisors to leverage. Jason has been instrumental in the development of many of our existing agreements, documents and procedures and we look forward to expanding the breadth and depth of those resources."
Pensionmark's affiliation structure allows its partners to customize its full-service suite of deliverables and back-office support to meet the unique needs of their firms, while maintaining their independence and ownership of their businesses. With access to industry leading resources along with the infrastructure and support teams to help manage them, Pensionmark advisors can leverage these tools and services the home office offers. Through the Advisor Support Program, advisors receive marketing and prospect generation, investment reporting and analytics, fiduciary training, access to the Financial Wellness Program, internal sales desk benchmarking and more.
Integrating securities and ERISA expertise, PRI delivers competitive and compliant solutions to financial institutions serving the needs of retirement investors. Bringing together proven expertise -- ranging from compliance and supervision to sales and distribution -- PRI maintains a comprehensive library of turnkey compliance documents, including model agreements, disclosures, policies and procedures for serving ERISA plans and participants, non-ERISA plans and IRAs and IRA rollovers. ARC provides advisors with a one-stop source for the most recent retirement industry information, including fiduciary training and tools to help advisors differentiate and scale their practices.
About Pensionmark Financial Group
The Pensionmark Financial Group network represents over 215 advisors and staff across 45 locations across the country with approximately 2,000 retirement plan clients. The Pensionmark' 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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