For many years, common threads among 401K plans have been lack of participation, lack of education, and few investment options. Many brokerage firms, concerned mostly with gathering assets, set up plans with as little effort and quality as possible and then move on down the line. Often you, the plan sponsor, are left to go it alone in the world of retirement planning while still trying to profitably run your business.

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

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
• Specialized Solutions for Highly Compensated 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
• Employee Financial Planning & IRA Services