Pensionmark recognized as the PLANSPONSOR “Retirement Plan Adviser Multioffice Team of the Year” by PLANADVISER Magazine. PLANADVISER Magazine, September/October 2013. Nominated by industry professionals and selected by PLANADVISER committee and based on a qualitative evaluation of service levels.

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Latest From Blog


Jul

20

2017

Small Employers Ask about Form 5500 | Houston Benefit Advisors

UBA’s compliance team leverages the collective expertise of its independent partner firms to advise 36,000 employers and their 5 million employees. Lately, a common question from employers is: If a health and welfare benefit plan has fewer than 100 participants, then does it need to file a Form 5500? If a plan is self-funded and uses a trust, then it is required to file a…

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