Planmark Financial Group

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.

The Proven Process

A Word from Our Clients

Northside Pediatrics and Adolescent Medicine, PC

Planmark has been assisting us with our retirement plan since 2002. We selected Planmark after interviewing several companies and have been very pleased. They were very responsive to all our needs and we chose them to guide us and invest for us. They have done everything from answering questions about an individual’s ability to take out a loan to answering larger questions on changing investment options. They have also been very good at educating not only the trustees about what they need to know about the plan but employees on why they need to invest in their retirement.

Fred, Rhonda and Mark are wonderful to deal with. We would highly recommend them to anyone.

-Jonathan Winner, MD -Sally Marcus, MD - Jeffrey Hopkins, MD

Freeman Mathis & Gary

We chose the team at Planmark because they had a great reputation for client service and thinking “outside the box” with plan design solutions for the employer that needs something more than a cookie-cutter retirement plan. We now have retirement plans that meet our firm’s goals for helping our employees achieve a successful retirement.

It’s been a pleasure to work with a group that actually delivers on their promise of great service.

Benton J. Mathis, Jr. Managing Partner

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!

David Thomas

<< Prev

Next >>