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Proven Process

Planmark recognizes an effective retirement plan begins with a sound design; one that meets the client’s unique goals while ensuring fiduciary protections. No two companies are the same and we pledge to develop a strategy that is unique to you.

Our consultative process is designed to understand your needs, provide appropriate retirement solutions and implement an ongoing management process. And through it all we ensure your plan remains compliant in this changing regulatory environment.

Planmark’s “Proven Process” includes the following steps:

  • Identify and Evaluate Objectives - We honor your firm’s uniqueness by navigating the myriad of retirement plan choices to identify those best suited for your situation. We then present our findings to your plan committee. From this, we formulate a "blueprint" of what your plan should look like.
  • Approach Providers & Administrators - After developing your plan’s unique blueprint, we contact the plan providers and administrators that we feel are your best matches. We have no exclusive relationships that limit your options. Cost is a primary concern, as is our responsibility is to help you determine which program is best suited to you. However, we will not sacrifice quality for a lower price.
  • Analyze Data and Make Recommendations - Once we've thoroughly vetted the options, we present your company with a comprehensive analysis. No providers/administrators have exactly the same services or pricing structure, so we analyze the data for you and work with you to determine the best fit.
  • Ongoing Due Diligence and Educational Support - We differentiate ourselves by providing continuing due diligence and educational support for the plan committee and plan participants. The capital markets are too dynamic and complex to merely set up a plan and close the door behind us. For this reason, we provide ongoing support to help your company and your employees reach their long-term financial goals.

To learn more about the retirement plan consulting process, please contact us via email at or telephone at 770.410.4088. We look forward to developing a comprehensive blueprint to assist your company in achieving its retirement plan goals.

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