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

#TestimonialTuesday from the 2024 #Minnesota #Retirement Plan & #Risk Summit: "I really appreciated the presentation by Matt Voecks, as well as the #election and interactive round table discussions. The information on #ERISA compliance and #cybersecurity risk were especially valuable." More of our top-rated educational workshops are being scheduled throughout 2025- stay tuned for dates + locations nationwide! Discussion Topics: - Advisor Specialist vs. Generalist - Risk Exposures & Solutions for Fiduciaries - An Investment Guide to the Elections - Advisor-Led Roundtables + More! Hosts & Guest Speakers: - Matt Voecks, RPA, CPFA, AIF RPA, CEFEX-Certified Retirement Plan Advisor - World Investment Advisors (formerly Pensionmark) - Frank P. Costa, CIC, CRM, Chief Growth Officer - World Insurance Associates LLC - Sue Walton, Senior Retirement Strategist - Capital Group |American Funds - Tony Black, CPFA, AIF, RPA, CEFEX-Certified Retirement Plan Advisor - World Investment Advisors (formerly Pensionmark) - Marc Olson, AIF®, RPA, Regional Vice President - The Standard - Marjorie Heap, CPA, Senior Manager, Audit & Assurance - Eide Bailly LLP - John Frisvold, Retirement Sales Consultant - Alerus - Ally Williamson (Thimsen), National Account Director - Empower

Social Security benefits can be a crucial source of retirement income for many Americans. Your Social Security retirement benefit is based on the number of years you've been working and the amount you've earned. When you begin taking Social Security benefits also greatly affects the size of your benefit. So how can you plan for it? Check out our article on social security basics to learn more: https://lnkd.in/gSQUemYQ

🎇🎉 Happy New Year from your friends at World Insurance! 🎉🎇 As we leap into 2025, we’re here to help you plan for a safe, secure, and prosperous future 🗓️. Thank you for trusting us to protect what matters most. Here’s to new opportunities, shared successes, and a bright year ahead. Let’s make 2025 unforgettable! Cheers to a fantastic year! 🥂 - Your team at World Insurance #HappyNewYear #2025 #WorldInsurance #NewBeginnings

With Q1 right around the corner it is important to stay educated on compliance key dates and deadlines. Our Quarterly Compliance Calendar addresses important tasks such as updating the plan’s ERISA fidelity bond coverage to reflect the plan’s assets as of December 31 and planning for the timely completion and submission of the plan’s form 5500. Click the link below to dive deeper into what Q1 has instore and how to stay ahead. https://hubs.li/Q02Tv0h60

A new year, a new #budget. Refresh your finances for a brighter #2025.   Join our Financial Advocates Jennifer Yanez and Tyler Reames next week for a budgeting workshop that will help you gain the confidence to create a personalized budget that works for you. 📅 Date: Thursday, December 12th, 2024 🕚 Time: 11:00 am PT | 2:00 pm ET Register: https://lnkd.in/ge2uHcTW #FinancialWellness

"Advisors are a steward for their plan sponsors, and they need advisors who are very knowledgeable. Advisors have to understand what it takes for a plan sponsor to be where they need to be, and they rely on you. If you're just dabbling, you're not helping anyone," quotes Michael E. Morris, CRPS, C(K)P, NQPA in the latest issue of nextAdvisor by Nuveen, a TIAA company. https://lnkd.in/gdJ_gQgh

Selecting the right retirement plan recordkeeper is a critical decision for plan sponsors. An effective Request for Proposal (RFP) process ensures that a recordkeeper can meet your plan’s needs and support participant services. Read our blog post to learn what the ten best practices for conducting a successful #RFP for retirement plan recordkeeping services are. https://hubs.li/Q02VW1tP0

Join us tomorrow four upcoming interactive SMARTChats webinar on #SocialSecurity. We are pleased to host our special guest, Danielle Lore, a Client Education Specialist at BlackRock Business Consulting. ✔ Discover the impact of collecting benefits early versus waiting, and how timing can significantly affect your lifetime benefits. ✔Learn how to maximize benefits for couples, including spousal and survivor benefits, tailored to your unique circumstances. ✔ Gain insights regarding Social Security planning and how to leverage rules that best fit your #retirement goals. Register: https://lnkd.in/gAZybcF4 📅 Date: Thursday, November 21st, 2024 🕚 Time: 11:00 am PT | 2:00 pm ET

The topic of retirement can sometimes bring up feelings of anxiety. Thinking about a few key points now, while you still have years ahead, can help you focus your efforts. Read our blog post below to help answer some of the questions you might have when thinking about how to prepare for retirement in the next 10+ years. https://hubs.li/Q02VW5M60