More consolidation as World Insurance Associates Acquires Pensionmark

Ary Rosenbaum - The Rosenbaum Law Firm P.C.
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Ary Rosenbaum - The Rosenbaum Law Firm P.C.

The consolidation in the retirement plan industry continues as World Insurance Associates acquired Pensionmark.

Pensionmark has more than $80 billion in assets. Pensionmark has been serving its employer and individual investor clients via its network of 300+ top retirement plan specialists, financial advisors, and staff. Headquartered in Santa Barbara, CA, Pensionmark has more than 65 locations in the United States.

DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

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