Our Company

Founded in 1993, Planmark is an independent retirement plan consulting firm based in Atlanta, GA.

Who we are

Planmark, based in Atlanta, Georgia, is an independent retirement plan consulting firm providing comprehensive retirement plan administration. Since 1993, we have focused on one main goal – partner with our clients to design, implement, and manage plans that maximize retirement savings while minimizing fiduciary risk. We simplify the management and administration of corporate retirement plans with one-stop shopping; you have only one number to call for plan design, management, and administration needs. We are the experts so you don’t have to be.

In plan design, as in custom tailoring, one size does not fit all. We tailor your plan with your objectives in mind, and only then do we draw the map to get you there.

Our clients have several common goals. In addition to maximizing executive benefits and reducing fiduciary risk, they want a long-term relationship with a firm that can give them objective, unbiased advice. They know that they are building the financial foundation for the rest of their life and the lives of their employees, a sobering thought. To build that foundation, they trust our 20+ years of experience gained through many cycles of economic and government regulatory changes.

Planmark is an innovative leader among independent, full-service pension consulting firms. In addition to traditional design and asset management services, we go the extra mile to simplify your life with plan testing, reporting and expert ERISA plan administration – all in one place. Contact us today to discuss a full range of benefits:

  • Retirement plan design, consulting, and document preparation
  • Asset management
  • Retirement plan administration
  • Plan compliance testing
  • Participant enrollment, education and training
  • Direct access to the person who administers your plan and who knows and understands the operation of your plan
  • Worksite solutions
  • Bring problem plans back into compliance using the Employee Plans Compliance Resolution System

The Team

The Planmark Pledge

  • Place our client’s interests first
  • Recognize that our clients are the reason we are here.
  • Emphasize the importance of planning in achieving life’s goals.
  • Continually educate ourselves and our clients.
  • Strive to always be better tomorrow than today.