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View More Press Releases by Pensionmark

Press release:

Pensionmark and Benefitmark Partner for First New Jersey Office in the Network

Issued by: Pensionmark

Date: Sept. 7, 2017

September 7, 2017 – Pensionmark welcomes Mark Scalera, PPC®, C(k)P®, AIF®, CRPS and the Benefitmark team based out of Morristown, New Jersey. Mr. Scalera began his career in financial services and insurance over 35 years ago. The new sister firm’s areas of expertise are far-reaching, providing comprehensive employee benefits packages tailored to their clients’ unique needs. These services include corporate benefit plans, HR compliance services, health advocacy services, wellness programs, executive compensation plans, and insurance.

Benefitmark wanted to affiliate with a firm that shares its own purpose of helping employers and their employees achieve their goals for retirement with the utmost professionalism and uncompromising integrity. As a specialist in corporate retirement planning and executive compensation consulting, the decision to join Pensionmark was uncontested for Benefitmark. High praise from two of Benefitmark’s most respected and knowledgeable DCIO partners only further solidified their move. The New Jersey-based practice is looking forward to expanding their presence as a premier retirement advisory service as they leverage the breadth and depth of resources and support provided by Pensionmark. They are excited to showcase Pensionmark’s Financial Wellness Program to engage employees in their financial future.

“We believe the Bilingual Employee Call Center will be another great value-add in engaging employees as they enroll in their employer-sponsored plan and craft their personal retirement strategy," commented Mr. Scalera.

Pensionmark’s Advisor Support Program provides Benefitmark a full-service suite of deliverables and the groundwork needed to position its practice for long-term growth without losing the spirit of independence. In addition to benefiting from the size, strength, and relationships of a national consulting firm, customizable solutions allow the affiliate to select the support level that best suits their business model and client base. Pensionmark’s centralized service design provides time-tested reliability in investment analytics and due diligence monitoring, plan sponsor and participant employee education systems, compliance support, and preparedness of the DOL Fiduciary Rule.

About Pensionmark Financial Group
The Pensionmark Financial Group network represents over 210 advisors and staff across 40 locations across the country with approximately 2,000 retirement plan clients. The Pensionmark’ network of retirement specialists include defined contribution, defined benefit and terminal funding, not-for-profit, wealth management, and executive/deferred compensation specialists.

Pensionmark® Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark is affiliated through common ownership with Pensionmark Securities, LLC (member SIPC).


View More Press Releases by Pensionmark

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