Personal Financial Portal Gap/Needs analysis
Online education center
Employee transition consultations
One-on-one employee consultations
Retirement Consulting - PENSIONMARK
Retirement Plan administration has become increasingly complex over the past ten years. Our mission at Pensionmark is to make this process easier through plan evaluation, design, selection, oversight and ongoing administration and education services to both the business owner and employees. From a plan sponsor perspective, we provide services such as fiduciary–liability assessment, and cost-control monitoring to help ensure that your plan stays current with the changing retirement industry standards. From a plan participant perspective, we assist employees by offering financial guidance, employee education programs and investment consulting. This is not just our job, but our passion. When employees are better prepared for retirement, everyone wins.
Joe Stack is Managing Director at Pensionmark® Dallas who helps businesses formulate and implement comprehensive retirement plan strategies. He believes that a successful retirement plan is a result of proper plan evaluation and management as well as appropriately designed education programs for both employers and employees.
Joe has over 20 years of experience helping clients with retirement planning and wealth management. He has obtained the CERTIFIED FINANCIAL PLANNER & ACCREDITED INVESTMENT FIDUCIARY professional designations and holds a BA degree in Economics from the University of California at Los Angeles. Joe has been recognized in Texas Monthly Magazine’s “Five Star Wealth Manager Award” for three consecutive years, 2011, 2012 & 2013.
Retirement Plans ( Retirement Consulting - Pensionmark )
Employee Financial Wellness fosters a workforce of healthier, happier, and more productive employees. We have spent decades developing a comprehensive Financial Wellness Program that leverages behavioral economics research and combines reliable technology with personal support to assist employees in achieving more successful retirement outcomes. The program engages employees directly and offers tools and resources to help guide them towards a more secure financial future.
Plan Sponsor Support
Plan Sponsor Support consists primarily of the vendors day-to-day interactions with the employer. Typical examples would include assistance with processing contributions, administrative efficiency, responsiveness, and proactive processes.
The Technology score is based on the providers technological capabilities in comparison to industry standards. Factors include recordkeeping functionality, how the employer’s day-to-day responsibilities are impacted, and the back end functionality of employer and employee websites.
Fiduciary Services encompasses what the vendors provide the employer to assist them with their fiduciary responsibilities. Typical examples would include systems to track and monitor fiduciary compliance, producing and delivering participant notifications, addressing legislative issues and participant retirement readiness.
Participant Experience consists primarily of the vendors day-to-day interactions with the employees. Typical examples would include the vendor website interface, participant delivered materials, and the vendor’s participant call center.
Investment Flexibility is a measurement of the vendors ability to provider a broad range of diversified investment options to employees. Higher scores are obtained by offering more choices and a broader range of investment firms to select from. Vendors are negatively impacted by proprietary investment requirements.
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Employee Retirement Connect
Toll-Free bilingual participant call center
Group educational seminars
Pensionmark - Named as the 2013 PLANSPONSOR Retirement Plan Adviser Multi-office Team of the Year & named in the list of 2013 Most Influential DC Advisors