Deals & People November 18, 2011

Pensionmark Network Gains another Firm

Garnett Retirement Group, with offices in Tampa, Florida and Greenville, North Carolina, has joined Pensionmark Retirement Group.
Reported by

With the addition of the Garnett Retirement Group, Pensionmark has increased its retirement plan adviser network to 16 regional locations nationwide. Last month, the network announced four additions (see “Pensionmark Expands Network of Retirement Advisers”).

Blanton Garnett is the President and founder of Garnett Retirement Group. The firm joined Pensionmark’s Advisor Support Program, which offers retirement plan advisers infrastructure support, and marketing systems, while practice owners and advisers remain independent.

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Pensionmark’s national headquarters are in Santa Barbara, California.

Products November 17, 2011

CPI Adds Russell Investments to Platform

CPI Qualified Plan Consultants has added the mutual funds of Russell Investments to its retirement plan platform. 
Reported by

The CPI platform offers defined contribution plan sponsors technologies in a daily valuation environment. The company said the addition of Russell Investments furthers its goal of providing depth, choice and enhanced flexibility to financial advisers, defined contribution plan sponsors and their retirement plan participants.  

“Russell and CPI are both focused on helping advisers; that is what made this partnership a good strategic fit for both of us,” said  Ben Jones, director of defined contribution at Russell Investments.  

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