Products September 25, 2012
Pensionmark Opens Branch Office in San Antonio
September 25, 2012 (PLANSPONSOR.com) – Pensionmark Retirement Group expands with a San Antonio, Texas, branch as it welcomes WD Pensionmark to its network of advisers, with Dean Salyer III as managing director.
Reported by Kristen Heinzinger
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.
You Might Also Like:
Products |
New Income Planning Tool to Advise Retirees on How Much to Withdraw
Michael Finke and Tamiko Toland announced the launch of IncomePath—a tool to help retirees visualize what they can spend in...
Retirement Industry People Moves
Gallagher names new DB leader; Northwestern Mutual makes further moves in succession planning; National Institute for Public Employee Health Care...
Benefits |
Market Strong for Plan Sponsors to De-Risk DB Plans, According to Agilis
The pension and investments manager expects de-risking strategies to remain attractive in 2024.