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ERISA Plan Fiduciaries

How We Help Employers Manage Their Retirement Plan

Is it time to reward your employees with a retirement plan or take your current plan to the next level? We can help you create, implement, and manage a custom plan that meets your needs.

For more than 35 years, World Investment Advisors (formerly Pensionmark Financial Group) has been helping employers and individual investors by providing industry-leading financial services via its network of top retirement plan specialists and financial advisors. World Investment Advisors specialize in all aspects of financial support, including assisting corporations with defined contribution, defined benefit, non-qualified plans, and individuals via wealth management.

Through World we offer full-service retirement plan consulting services focused on maximizing retirement plan outcomes, protecting your plan, and removing work from your plate.

As a retirement plan sponsor, you are a fiduciary. As a fiduciary, you are required to follow specific rules and regulations. ERISA violations can result in penalties and punishments.

Let our expert team help you achieve better outcomes, navigate changes, and reduce your workload. We offer full-service retirement plan consulting services focused on maximizing retirement plan outcomes and protecting your plan while removing risk and work from your plate.


Client Centered

We can review your current plan or help you set up a new one.

Defined Contribution Plans:

  • 401(k)
  • 401(k) + Profit Sharing
  • Safe Harbor 401(k)
  • Solo 401(k)
  • 403(b)
  • Profit Sharing
  • Profit Sharing with advanced plan design
  • New Comparability
  • 410(b) Carve-out

Defined Benefit Plans:

  • Traditional and Cash Balance

Non-qualified Deferred Compensation Plans (NQDC) - incentives for key employees and business owners:

  • Executive Bonus Plans (Section 162)

Are you ready to take your retirement plan to the next level?


Let's Talk

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