We design, customize, and manage retirement plans
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Pasadena 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.



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?


Retirement Plans

As of 12/31/2020


Assets Supported*

As of 12/31/2020


Team Members

As of 12/31/2020



As of 12/31/2020

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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