Pensionmark Recognized as 2016 Top Advisers by PLANADVISER
Pensionmark® Financial Group was recognized in the MEGA TEAM segment based on more than $5B in retirement assets under advisement and more than 250 retirement plans under advisement. The PLANADVISER Top 100 Retirement Plan Advisers list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. For an adviser to be eligible for recognition in this year’s Top 100, he had to submit a completed entry to the 2015 Retirement Plan Adviser Survey, which was fielded this past September. A sub segment of the questions was used to determine eligibility for the Top 100.