Planmark is an innovative leader among independent, full-service pension consulting firms.

We are an independent retirement plan consulting and comprehensive third party administration firm based in Atlanta, Georgia. Our goal is to partner with our clients to design, implement, and manage plans that maximize retirement savings while minimizing fiduciary risk.

Retirement Readiness

Our consultative process is designed to understand your needs, provide appropriate retirement solutions and implement an ongoing management process.

401k Plan Administration

We help our clients with all aspects of their retirement plan ranging from the basics of setting up a plan to specific situations requiring research into current regulatory rules and regulations.

Fiduciary Guidance

Our role is to minimize your fiduciary risk by providing the processes and procedures that help you meet your fiduciary obligations.

Providing world class service to our clients for over 20 YEARS!

Customer service is our first priority. Following our Proven Process, we will develop a custom 401k plan to meet your specific needs and meet your financial and human resource goals.

A Word from Our Clients

Thomas Group

First, I want to thank you for all the help and patience with our our retirement plan. You have made this as comfortable as it can be. I do not have enough time to stop and work all the avenues that are possible. That’s where you come in and we are very pleased with your process. You have been flexible and presented us many directions. Planmark has us going down the correct roads.

I know our account is covered with watchful eyes. We are out to increase our accounts. I have the confidence in Planmark to help this occur.

Thank you for being there with us!

 

<< Prev
Next >>