Led by Toby J. Peters, Rycon Financial Group will now operate as Pensionmark Dallas. The partnership was made as part of the Advisor Support Program (ASP), which offers infrastructure and marketing support to retirement plan advisers while allowing them to maintain an independent practice. Peters will serve as Managing Director.
Peters and his team specialize in working with individual investment accounts, trust accounts, foundations, corporate benefits, family offices, endowments, affluent households and retirement plans.
In the past year, the Pensionmark network surpassed the $5 billion mark in estimated plan assets and they are approaching 600 corporate retirement plans under advisement. In October and November, five firms joined the network (see “Pensionmark Network Gains another Firm”).