RETIREMENT PLAN STRATEGIES FOR BUSINESS OWNERS
We design, customize, and manage retirement plans Contact UsPasadena Private Retirement
Custom designed plans to incentivize senior executives and reward employees while navigating complex tax codes and optimizing ERISA plans for business owners.
Our experts in 401K and pension planning and management will make sure your owner and employee plans are properly created and managed to maximize value and minimize taxes while maintaining full compliance.
RETIREMENT PLAN FIDUCIARIES
Whether it be plan design, costs, vendor management, Employee engagement, plan health, or compliance, think of us as your outsourced plan management team.
Select to learn how we support you:
Support for You and Your Plan
Clarifying and mitigating plan costs
Quantitative and qualitative service provider benchmarking
Plan administration and optimization consulting
Proprietary plan health reporting and benchmarking
Comprehensive executive benefit strategies
Support for Your Employees
Financial wellness education programs
Bilingual Call Center with Registered Representatives
Online financial planning tools
Employee financial advice and planning services
Advisor Managed Accounts
Support for Your Investments
Development and management of Investment Policy Statement
Quantitative and qualitative investment research
Quarterly investment review
Target-date and stable value suitability reporting
Extensive 3(21) and 3(38) expertise
Support for Your Protection
Advocate and intermediary for Employer/Employees
Compliance and ERISA support
Fiduciary best practices & training
Leveraged vendor/product negotiation
DOL & IRS audit support
Who is Pasadena Private & Pensionmark?
3,350
Retirement Plans
$80B
Assets Supported*
310
Team Members
65
Locations
A boutique experience with the strength and resources of a national firm.
With Pasadena Private & Pensionmark you get the best of both worlds, working with an experienced independent advisor backed by a network of support specialists.
* As of 12/31/2020, the Pensionmark network of advisors and firms collectively provides support to over $80 billion in assets across a variety of channels including investment management and retirement plan consulting services, which includes regulatory assets under management (AUM) of over $24 billion.
Behind the Story
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Since 1999 we have come to work every day to tackle some of the biggest challenges faced in financial services. Our mission is to help plan sponsors and individual investors meet and exceed their retirement plan needs and obligations, and to do it with uncompromising integrity.
Retirement Plans
Billion in Assets Supported
Years of Experience
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