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Pensionmark provides retirement plan management, consulting, and advisory services through a network of specialists.
Pensionmark is a retirement plan management and consulting firm whose specialists cover defined contribution, defined benefit, not-for-profit, wealth management, and executive compensation. Its advisory services include asset allocation, savings, withdrawal, and Social Security strategies. Based in Santa Barbara, it was founded in 1988, and World Insurance Associates agreed to acquire it in March 2022.
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