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Retirement Planning Service

 

PWM Retirement

As one of the largest independent retirement plan advisory firms in the U.S., PWM Retirement’s mission is to help retirement plan sponsors navigate and carry out their fiduciary responsibilities under ERISA in a prudent, well-documented and cost-effective manner, while enhancing investment opportunities for participants. PWM Retirement becomes a co-fiduciary as it relates to the selection and monitoring of a plan’s investments, supporting plan sponsors in reaching decisions that are done with the best interests of plan participants and beneficiaries in mind.

PWM Retirement has over $X in assets under advisement and serves hundreds of plan sponsors nationwide at private, public and nonprofit organizations. With team members including CFA®, PWM Retirement has the expertise and familiarity that few advisory firms can match. Our goal is to create successful retirement plan outcomes for plan sponsors and plan participants.

 

 

“Planning for your Dreams”


 

No matter the plan size or type, every plan sponsor has unique goals and objectives. As one of the industry’s leading retirement plan consulting firms, NFP Retirement has the depth and breadth to maximize the potential of any plan. NFP Retirement serves 401(k), 403(b), 457, nonqualified and defined benefit plans ranging from under $10 million to over $3 billion.

All Financial Consultants at Pence Wealth Management are Registered Representatives with, and securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA & SIPC. Financial Planning offered through Pence Wealth Management, a Registered Investment Advisor and separate entity from LPL Financial. The LPL Financial representative associated with this website may only discuss and/or transact securities business with residents of the following states: Alaska (AK), Alabama (AL), Arkansas (AR), Arizona (AZ), California (CA), Colorado (CO), Connecticut (CT), Delaware (DE), Florida (FL), Georgia (GA), Hawaii (HI), Idaho (ID), Illinois (IL), Kansas (KS), Kentucky (KY), Louisiana (LA), Massachusetts (MA), Michigan (MI), Minnesota (MN), Mississippi (MS), Missouri (MO), Montana (MT), Nebraska (NE), Nevada (NV),

New Hampshire (NH), New Jersey (NJ), New Mexico (NM), New York (NY), North Carolina (NC), North Dakota (ND), Ohio (OH), Oklahoma (OK), Oregon (OR), Pennsylvania (PA), Rhode Island (RI), South Carolina (SC), South Dakota (SD), Texas (TX), Utah (UT), Virginia (VA), Washington (WA), Wyoming (WY), Washington (DC)

Laila Marshall-Pence CA Insurance Lic# 0545421

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