Deals & People May 12, 2010

Pensionmark Expands Adviser Network with Three New Offices

Pensionmark Retirement Group, a National Retirement Partners (NRP) member firm, has added offices in Houston, Boston, and Austin through its Advisor Support Program (ASP).
Reported by

Christine Powell, managing director of the Houston office, joined the Pensionmark ASP network with 30 years of consulting experience, according to an announcement from Pensionmark.

Pensionmark’s ASP program, in conjunction with NRP, distributes practice management and lead generation capabilities to advisory firms throughout the U.S.  The product aims to help advisory practices grow their deliverables to plan sponsors and their ability to generate new clients, according to the firm.

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Compliance May 12, 2010

Nationwide Hosts Regulatory Conference Call for Retirement Plan Advisers

Nationwide Financial is hosting a conference call Monday to help retirement plan advisers get ahead of upcoming retirement plan regulation and legislative changes, such as fee disclosure.
Reported by

The conference call will take place Monday, May 17, at 1 p.m. and feature Kent Mason, partner at Davis & Harman, LLP, and Richard D. Landsberg, director, Nationwide Financial Advanced Sales. Mason advises Davis & Harman clients in the employee benefits area working primarily with major employers, large plans, and national vendors of retirement plan services. Landsberg has served on the U.S. Department of Labor ERISA Advisory Council.

To register for this event, advisers should RSVP at www.questtrak.com/rsvp/nationwide (event code: 13322). For more information, advisers can call 1.800.626.3112.  

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