Pensionmark Retirement Expands Santa Barbara Staff
SANTA BARBARA, CA, February 14, 2012 -- Pensionmark Retirement Group added 2,500 square feet to its Santa Barbara corporate office in order to accommodate its growing number of team members. Pensionmark reached 18 regional offices in the new year with two new locations added in January, creating a growing necessity for expansion at the corporate office.
The Santa Barbara location also welcomed two additional team members. Kristine Miller, who joined Pensionmark in December, is the Communications and Public Relations Manager. She is responsible for the management of client-facing messaging including Participant and Plan Sponsor Communications. She also oversees national public relations.
Taylor Stone, an Operations Assistant, also joined Pensionmark in December. Taylor is responsible for supporting branch office operations, overseeing day-to-day plan operations, assisting participants with general inquiries and requests, and arranging employee education and plan review meetings.
Pensionmark ended a successful 2011 with its network surpassing the $5 billion mark in estimated plan assets and reaching over 600 corporate plans under advisement. The team looks forward to further expansion in 2012.
About Pensionmark Retirement Group
With national headquarters in Santa Barbara, CA, the Pensionmark Retirement Group network represents 18 regional locations across the country with an estimated over 600 corporate clients. With offices in California, Florida, Georgia, Idaho, Indiana, Massachusetts, North Carolina, Texas, Virginia, Washington, and Wisconsin, Pensionmark has quickly established itself as a national leader 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.
###
Click here for more material dealing with current trends, opinion, news, legislative action, investments, marketing, sales, consulting, and legal issues on 401k plans.
This is a press release provided by the company or its representatives. 401khelpcenter.com, LLC is not the author of this release and is not associated or affiliated with any firm or organization mentioned unless otherwise noted. Use of any information obtained from this release is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by 401khelpcenter.com, LLC.
