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The partnership between Pensionmark and WD Financial, which occurred in August, will provide Salyer and his team a broadened suite of services while allowing them to continue personalized retirement plan guidance. Salyer specializes in both 401(k) and wealth management services and has experience with one-on-one financial guidance, plan reviews, investment reviews, 404(c) assistance, due diligence reviews and fiduciary responsibility reviews. Salyer and his team currently advise more than 100 company retirement plans.
The partnership between Pensionmark and WD Financial, which occurred in August, will provide Salyer and his team a broadened suite of services while allowing them to continue personalized retirement plan guidance.
Salyer specializes in both 401(k) and wealth management services and has experience with one-on-one financial guidance, plan reviews, investment reviews, 404(c) assistance, due diligence reviews and fiduciary responsibility reviews. Salyer and his team currently advise more than 100 company retirement plans.
Kristen Heinzingereditors@plansponsor.com