Partnership with Pensionmark® Financial Group

We are very pleased to announce a new partnership with Pensionmark® Financial Group

About Pensionmark® Financial Group

Pensionmark® Financial Group network represents over 150 advisors and staff across 40 locations across the country with approximately 2,000 retirement plan clients. Pensionmark’s network of retirement specialists include defined contribution, defined benefit and terminal funding, not-for-profit, wealth management, and executive/deferred compensation specialists.

Our new partnership will allow us the leverage, strength, and resources of a national consulting firm while maintaining our independent business model and unbiased investment guidance. This structure is paramount to the client-advisor relationship and will provide a full-service relationship to our Defined Contribution Clients. We feel that our enhanced support on the employee-side will add great value for the Plan Sponsor by allowing us to provide solutions to participants by delivering a more comprehensive suite of services.

Added Value

We are adding a 24/7 bilingual call center for our clients' retirement plan participants. We hope that by expanding our services with Pensionmark we continue to prioritize assisting our clients with the highest level of service.

We are confident that this new partnership will deepen our Financial Wellness and Retirement Readiness services to help employees retire with dignity.

Asset Strategy Advisors is a, "well-established, highly respected institutional consulting firm that brings capabilities well beyond your typical defined contribution practice. They are a great addition and will add tremendous value to our national network,” commented Troy Hammond, President & CEO Pensionmark.