World Investment Advisors (formerly Pensionmark)

We have exciting news to share...Pensionmark is now World Investment Advisors! World Investment Advisors offers advisors and clients a “best of both worlds” proposition that combines high-touch, personalized service experiences with the centralized resources and support of a large national firm. Our new name better represents our broader, holistic financial services offering and strengthens alignment with our parent company, World Insurance Associates LLC, one of the fastest growing insurance brokerages in the U.S. We are still the same firm you know and trust, and we look forward to entering this new era together. Learn more here: https://lnkd.in/g4mTTDDV

Join us for our webinar to gain insights on major economic and market themes from Q2 2024! Our CIO, Nate Garrison, will provide updates on the markets and dive into crucial topics such as: ✔ #Inflation, #InterestRates, and the Fed – where are we now and what is the outlook? ✔ #MidYearReview – what is driving the gains in the S&P 500? ✔ Offense and Defense – why would someone own bonds? Register Here: https://hubs.li/Q02HwMHv0

World Investment Advisors announced today that it has acquired Boston Harbor Wealth Advisors, an independent financial services firm located in Westborough, Mass. BHWA has over $3.5 billion in assets under management (AUM), 76 team members, and 15 offices across the Northeast and Ohio. “We are delighted to welcome the Boston Harbor team to the World family. In addition to an incredible group of financial advisors, we are fortunate to be adding premier leadership and team members that will prove invaluable for our advisors, clients and ongoing acquisition growth strategy,” said Troy Hammond, CEO of World Investment Advisors. “This partnership further solidifies World as the destination of choice for growth-focused advisory firms.” Welcome to the World team, BHWA!  Read more here: https://lnkd.in/gP6SjMfy

Read our latest blog post where we address the top questions plan sponsors may have during Q3. From investment strategies to compliance updates, we've got you covered. Check it out now to ensure your retirement plan is on track for success! #PlanSponsors #Quarter3 #RetirementPlanning https://hubs.li/Q02GrX8-0

Richard Craft, founder and CEO of Wealth Advisory Group, a division of World, was recently quoted in PLANADVISER In the ever-changing landscape of retirement savings, the adoption of Roth 401(k) plans has surged, especially since they offer the potential for tax-free growth in #retirementplanning. According to Richard Craft, the participants that benefit most from a Roth 401(k) tend to be lower income and younger employees early in their careers, but it doesn’t stop there. Craft offers that those in mid-career or later in their careers can also greatly benefit from Roth 401(k), because they can put larger amounts into their accounts through deferrals and catchups. Dive into the full commentary here: https://hubs.la/Q02FVFpg0 #401K #Roth401K

🎉 We're #Hiring! Know anyone who might be interested?

Did you know that implementing Employee Financial Wellness Programs can greatly benefit your employees' overall wellbeing and increase productivity in the workplace? Check out our latest blog post on the importance of Employee Financial Wellbeing and how it can positively impact your organization. Learn more about the strategies and tools you can use to support your employees' financial health. 💡💪 #FinancialWellness #EmployeeWellbeing #PlanSponsors https://hubs.li/Q02DLvG80

LIVE in #Austin! The 2024 Central #Texas #Retirement Plan & Risk Summit is underway now, with attendees joining us in-person and online. Local experts Debbie Matustik and W. Dean Salyer III, AIF®, CPFA® kicked off today's event discussing retirement plan best practices before introducing keynote presentations on risk exposure solutions and election year markets. There's still time to attend via livestream! Click here to join us for roundtable discussions: https://lnkd.in/g6psRq7s Hosts & Guest Speakers - W. Dean Salyer III, AIF®, CPFA®, CEO/President – WD Pensionmark - Debbie Matustik, Managing Director – Pensionmark, A World Company - John Peterson, Chief Growth Officer – World Insurance Associates LLC - Althea Trevor, CFA, Senior Investment Director – Dimensional Fund Advisors - Dan Clark, AIF® - Retirement Plan Consulting, VP Retirement Plan Specialist - WDPensionmark, Pensionmark, A World Company - Clayton Boone, CFP®, CFA, Managing Director - WDPensionmark, Pensionmark, A World Company - Patrick Carvey, CPA, Audit & Assurance Partner - Armanino LLP - Alan J. Dumas, Regional VP, Retirement Plan Counselor - Capital Group | American Funds - Ryan Griffin, Senior Retirement Plan Director (DCIO) - Franklin Templeton Discussion Topics - Retirement Plan Best Practices - Risk Exposures & Solutions for Fiduciaries - 3 Common Mistakes & Markets in Election Years - Interactive Expert Roundtable Discussions + More!

Helping participants navigate retirement income decisions is crucial for a secure financial future. Whether a DC plan offers income solutions or not, having a strategy in place is essential. Industry experts stress the importance of plans offering a variety of products, solutions, tools, and services to assist participants nearing retirement. The upcoming panel discussion will delve into the options available to plan sponsors, shedding light on how required minimum distributions factor into retirement strategies. Attendees can look forward to valuable insights on selecting the most suitable offerings. 🎤 Moderator: Shelly Horwitz, Managing Director at Pensionmark 🌟 Panelists: - Bruce Lanser, Senior Retirement Plan Consultant at UBS - Sam Moroni, Senior Wealth Strategy Associate at UBS Financial Services - Joshua Weinstein, Vice President of Retirement Income Experiences at Fidelity Investments Stay informed, gain knowledge, and make informed decisions about retirement income planning. Join us for this insightful session! #RetirementPlanning #IncomeStrategies #FinancialSecurity #RetirementIncome #IndustryExperts #PanelDiscussion #PLANSPONSOR2024

Want to empower your employees with financial knowledge? When employees understand personal finance, they make better decisions, leading to happier, more productive lives. Check out our latest blog post on improving workplace financial literacy! #FinancialLiteracy #EmployeeEmpowerment #WorkplaceWellness https://hubs.li/Q02yTmWB0