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Deals and People

Retirement Plan Solutions Partners with Pensionmark

Financial adviser Erik Swenson, president of Retirement Plan Solutions, has affiliated with Pensionmark Retirement Group, creating RPS Pensionmark.

The partnership will allow Swenson and his Milwaukee, Wisconsin-based RPS Pensionmark team to grow and expand the depth of their services, while allowing him to continue his independent business model. His clients will continue to receive personalized and unbiased retirement plan guidance.

“Our goal since the inception of Retirement Plan Solutions ten years ago has been to provide highest quality services to the employers, plan fiduciaries, and employees of the 401(k) and other corporate retirement plans we serve. We are grateful to announce our strategic affiliation with Pensionmark, and to integrate their award-winning retirement plan tools and services with those we provide in an effort to further ensure our delivery of highly effective services to our clients and their employees for many years to come,” says Swenson.

“Erik brings with him great vision and an experienced relationship team. His commitment to excellence fits well with our culture. We are glad to have Erik and his team as a part of the Pensionmark family,” comments Mike Woods, managing director at Pensionmark Retirement Group’s Santa Barbara corporate office.

Swenson has 34 years of experience in the financial industry in Wisconsin. His experience focuses on providing investment advisory services to 401(k) and other corporate retirement plans, 401(k) education and other services designed to help employees pursue retirement readiness and wealth management services to private clients.

Kevin McGuinness editors@plansponsor.com