We have exciting news to share...Pensionmark is now World Investment Advisors! World Investment Advisors offers advisors and clients a “best of both worlds” proposition that combines high-touch, personalized service experiences with the centralized resources and support of a large national firm. Our new name better represents our broader, holistic financial services offering and strengthens alignment with our parent company, World Insurance Associates LLC, one of the fastest growing insurance brokerages in the U.S. We are still the same firm you know and trust, and we look forward to entering this new era together. Learn more here: https://lnkd.in/g4mTTDDV
World Investment Advisors (formerly Pensionmark)
Financial Services
Santa Barbara, CA 3,204 followers
Pensionmark Financial Group is now World Investment Advisors, LLC.
About us
World Investment Advisors, formerly Pensionmark Financial Group, is a network of more than 350 advisors and staff across more than 65 U.S. locations that supports $55B* in assets and thousands of retirement plan and wealth management clients. The World Investment Advisors network of professionals includes wealth management, defined contribution, defined benefit, terminal funding, not-for-profit and executive/deferred compensation specialists. For more information, please visit www.worldadvisors.com. Meet the management team: https://worldadvisors.com/management-team Find an Advisor: https://worldadvisors.com/find-an-advisor *As of 12/31/2023, the World Investment Advisors network of advisors and firms collectively provides support to over $55.4 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $24.5 billion. Advisory services offered by World Investment Advisors, LLC. Securities offered by Pensionmark Securities, LLC, member FINRA/SIPC. World Investment Advisors, LLC is affiliated through common ownership with Pensionmark Securities, LLC.
- Website
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https://www.worldadvisors.com
External link for World Investment Advisors (formerly Pensionmark)
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- Santa Barbara, CA
- Type
- Privately Held
- Founded
- 1988
- Specialties
- 401(k) Profit Sharing, Executive Deferred Compensation, Defined Benefit Pension, Not-for-Profit, Wealth Management, Retirement Planning, and Financial Planning
Locations
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Primary
24 E. Cota Street Ste. 200
Santa Barbara, CA 93101, US
Employees at World Investment Advisors (formerly Pensionmark)
Updates
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Happy 401(k) Day! 🎉 Besides playing a crucial role in shaping employees' financial well-being and retirement readiness, a solid 401(k) plan offering can help boost employee morale and attract & retain talent. When your team knows you care about their future, it can help create a positive work environment where everyone thrives. 🎈How to Celebrate: * Review your plan regularly: Benchmark fees, service providers, and plan health. Consider plan design features that can significantly impact employee savings, like automatic enrollment, Roth, and employer match. * Educate your team: Share resources and encourage committee members to stay current with their fiduciary education, updated legislation & regulations, and litigation trends. * Support your Employees: Partner with service providers who offer financial wellness programs, like SMARTMap Financial Wellness, to help foster a culture of financial health in your workplace. #401kDay #EmployeeBenefits #FinancialWellness #InvestInYourTeam
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World Investment Advisors (formerly Pensionmark) reposted this
Join us for the 2024 Los Angeles Retirement Plan & Risk Summit! This education-focused workshop event is part of the 2024 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s retirement plan participants. Finance, Human Resource & Benefits Executives, Business Owners, and Fiduciaries are invited to hear local experts tackle key topics for 2024- including total rewards industry trends, engaging employees with financial wellness programs, and more. Space is limited to select qualified plan sponsors - register now to reserve a seat for yourself and a colleague! Hosts & Guest Speakers Shannon Main, Principal –World Insurance Associates LLC Scott Harrison Jr., Regional Vice President - The Standard John Peterson, Chief Growth Officer - World Insurance Associates LLC Mykal Davis, MBA, Regional Sales Director - OneAmerica Andy Hermann, Regional Sales Director - Empower John Russon, CPA, Partner - Pension Assurance LLP Discussion Topics - What Every Fiduciary Needs to Know for 2024 - Election Year Market Outlook & Economic Update - Advisor Benchmarking + RFI & RFP Best Practices - Risk Exposures & Solutions for Fiduciaries - The Convergence of Healthcare & Retirement
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Welcome to the team, Tyler!
We're thrilled to welcome Tyler Reames to the SMARTMap team as our new #FinancialAdvocate! Tyler joins us with a unique blend of experience: 10 years in education with Teach for America, 2+ years in financial services, and a Finance degree from LSU. His passion for #FinancialLiteracy and #Education makes him a perfect fit for our team. In his role, Tyler will assist plan participants with #RetirementPlanning and #FinancialWellness, while supporting our staff and advisors with client and operational needs. Outside of his job, Tyler is all about new experiences. He recently moved to Seattle where he enjoys writing his memoir, is always ready for a good conversation, and hopes to start stand-up comedy soon! We're thrilled to have him on board and can't wait to see the positive impact he'll make. Please join us in giving Tyler a warm welcome to the SMARTMap family!
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If you're contemplating the benefits of automatic enrollment for your 401k, our latest blog post is a great place to start! We will discuss the ins and outs of automatic enrollment, helping you make an informed decision about your employees' financial future. Discover the perks of effortlessly helping them grow their nest egg, as well as potential drawbacks to consider. #401k #retirementsavings #financialplanning #automaticenrollment #employeebenefits https://hubs.li/Q02KlsBj0
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We are excited to announce we have expanded our leadership team naming Kevin Ryan as the Chief Financial Officer of the financial services division of World Insurance Associates LLC! “Kevin has a proven track record of delivering sustained shareholder value, managing complicated M&A transactions and developing and implementing operational efficiencies,” Troy Hammond said. “His diverse background and expertise within the financial management realm will prove advantageous for our next phase of growth. We are thrilled to have him join the team.” https://lnkd.in/gE6Ti982
World Investment Advisors Names Kevin Ryan as Chief Financial Officer
worldadvisors.com
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Fiduciary responsibility is a critical aspect of managing retirement plans, as it involves acting in the best interest of plan participants. Non-fiduciary roles, on the other hand, may not have the same level of responsibility and accountability. By understanding these distinctions, you can ensure that your employees' retirement plans are in good hands. Don't let uncertainty hold you back from providing the best possible retirement options for your employees. Check out our blog post now to gain a clear understanding of fiduciary and non-fiduciary roles in plan management. #retirementplanning #fiduciaryresponsibility #nonfiduciary #planmanagement https://hubs.li/Q02K39500
What is the Difference Between Fiduciary and Non-Fiduciary Financial Services?
worldadvisors.com
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Selecting the right retirement plan advisor is essential for the success of any company's retirement plan. Our latest blog post is a must-read for plan sponsors looking to make this crucial decision. We've outlined key considerations and best practices to help guide you through the selection process. #retirementplanning #financialadvisor #companybenefits https://hubs.li/Q02K2Z-y0
Choosing a Retirement Plan Advisor for Your Company
worldadvisors.com
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It's been an exciting summer for our firm. First, we rebranded from Pensionmark to reflect our growth since being acquired by World Insurance Associates LLC. Then, we welcomed Boston Harbor Wealth Advisors, a $3.5 billion firm. Yesterday, Wealth Solutions Report named our CEO and Founder, Troy Hammond, its recruiter of the month. You can read his Q&A here: https://lnkd.in/gtrvWf6Y. #WealthManagement #IndependentFinancialAdvisors #AdvisorRecruiting
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Knowledge is key, and by educating yourself on the benefits of retirement planning, you are empowering your team to secure a brighter future. Click the link below to access our informative blog post and start transforming your workplace today! #retirementplanning #employeebenefits #financialwellness https://lnkd.in/gJTyQv3q
10 Ways Employer-Sponsored Retirement Plans Can Benefit Your Workforce
worldadvisors.com