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Glossary of Retirement Terms

Pensionmark Expands Network to Fort Wayne, Indiana

    
SANTA BARBARA, CA, January 26, 2012 -- Pensionmark expands its award-winning network of advisors with the addition of Tony Winkeljohn and his team at Retirement Plan Advisors, Inc.

Tony Winkeljohn and his team at Retirement Plan Advisors, Inc. joined Pensionmark Retirement Group in early January, creating Pensionmark Fort Wayne, Indiana. The recent affiliation will allow Winkeljohn and his team to maintain an independent business model and will simultaneously provide the infrastructure, marketing tools, and support of a nationally recognized consulting firm.

As the new Managing Director of Pensionmark Fort Wayne, Indiana, Winkeljohn comments, "After 20 years of serving the qualified plan marketplace we are excited and energized to join Pensionmark Retirement Group. The additional services, leadership, and vision Troy [Pensionmark's President/CEO] and his team provide will be beneficial to our existing and future clients."

Pensionmark finished a successful 2011 by bringing some of the industry's leading retirement plan advisors together into its network. Pensionmark is excited to welcome Winkeljohn and his team into a premier group of dedicated and experienced professionals focused on providing reliable retirement plan solutions to employers.

About Pensionmark Retirement Group

With national headquarters in Santa Barbara, CA, the Pensionmark Retirement Group network represents 18 regional locations across the country with over 650 corporate clients. With offices in California, Florida, Georgia, Idaho, Indiana, Massachusetts, North Carolina, Texas, Virginia, Washington, and Wisconsin, Pensionmark has quickly established itself as one of the national leaders in corporate retirement plan consulting. Its network of retirement specialists include defined contribution, defined benefit and terminal funding, not-for-profit, and executive and deferred compensation specialists. 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. For additional information please contact Michael Woods at (805) 456-6272 or mike.woods@pensionmark.com.

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