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How We Work

Planmark understands this challenge and provides our clients the services and expertise needed to help their employees reach their retirement goals. Our expertise makes it easy to interpret the maze of options and regulations so you can provide a retirement plan that meets the needs of you and your employees.

Planmark provides a proven process that helps participants optimize retirement readiness. Defined benefit or defined contribution plan – we use an objective approach to analyze your needs. The outcome is a worry free approach that allows you to focus on your business and leave the plan details to us.

 Our Services

Our expertise is broad, and we leverage it to design a plan unlike any you can get from other firms. It will be custom tailored to your goals while meeting all ERISA fiduciary requirements. See a Planmark expert consultant for the following services:

  • Plan Design – customized for you and your employees
  • Fund selection, monitoring and benchmarking
  • Fiduciary Advisory and Committee Meetings
  • Vendor Selection Search / Selection
  • Flexible Investment Options
  • Investment Policy Development
  • Analysis of plan costs and fees
  • Asset Allocation & Portfolio Management
  • Employee Education & Resources To Increase Plan Participation

 Success You Deserve

The Planmark way brings more than objectivity and experience to your firm. We bring pragmatic, objective strategies with real expertise in getting them implemented. We help you install procedures and investment practices that satisfy today’s rigorous legal standards and helps protect you from fiduciary liability.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (770) 410-4088