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

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.

Managing Partner

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