Axios Advisory Group, Ltd. / Pensionmark转发了
We are actively #hiring! Know anyone who might be interested?
关于我们
Axios Advisory Group is a full-service firm that is dedicated to helping our clients build and achieve prosperity. We founded Axios in 1974 as a consulting firm dedicated to providing the industry’s premier independent retirement plan and advisory services to employers, executives, and individual investors. Today, we’ve expanded our focus to help individuals and corporations have the full wealth management support they seek to guide them toward their goals. As an affiliate of Pensionmark, we are here to provide financial expertise that helps each person create a strategic plan for growing, protecting, and distributing their wealth. Regardless of the life stage you’re in or what defines your success, we can help you pursue the financial outcomes and retirement you envision. Pensionmark Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark is affiliated through common ownership with Pensionmark Securities, LLC (member SIPC).
- 网站
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https://www.axiosadvisorygroup.com
Axios Advisory Group, Ltd. / Pensionmark的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Wexford，PA
- 类型
- 私人持股
- 创立
- 1974
- 领域
- Investment Advisory Services、Qualified and Non-Qualified Retirement Plans、Executive Compensation Plans和Wealth and Business Transfer
地点
Axios Advisory Group, Ltd. / Pensionmark员工
动态
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Axios Advisory Group, Ltd. / Pensionmark转发了
Lots going on as we edge closer to spring! In our spring newsletter for Plan Sponsors we cover : - The latest bills introduced in Washington potentially impacting retirement plans - A breakdown of the latest SECURE 2.0 "Grab Bag" guidance - SECURE 2.0 Automatic Enrollment Requirements
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Axios Advisory Group, Ltd. / Pensionmark转发了
As firms look to create more revenue streams, "Co-opetition" between Recordkeepers and Advisory firms is only getting stronger. We believe the line between TPA and Advisory firms will also get a bit blurrier as some TPAs venture into services such as fee benchmarking that have historically been solely in an Advisor's tool box.
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Axios Advisory Group, Ltd. / Pensionmark转发了
If enacted, this bill would improve the portability of Roth savings, hopefully permitting individuals to consolidate retirement savings and reduce fees. #401k #401kplan #401kplans #retirement #retirementsavings #rothira #tpa
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Axios Advisory Group, Ltd. / Pensionmark转发了
A better way to engage participants to encourage better outcomes. We make it easy for advisors to drive value and engage with plan participants through event-driven, customizable email campaigns. Target people with timely messages that encourage successful savings behaviors.?Put your brand?and your message forward at regular intervals and at important moments to help clients. For a complete recorded demo, click on the link below: https://lnkd.in/eBPis4XF #401k #401kplans #retirement #fintech
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Axios Advisory Group, Ltd. / Pensionmark转发了
Time for a fresh look at managed accounts? We think so. Our managed account offerings are a fraction of the cost of traditional managed accounts and deliver significantly more robust risk and allocation strategies paired with goal-based personalization previously unattainable. #401k #401kplans #ijoin #fintech #investing
It’s Time We Stopped Evaluating Managed Accounts from 2006 | PLANADVISER
planadviser.com
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Axios Advisory Group, Ltd. / Pensionmark转发了
At APB Retirement, we believe it's essential to engage with employees as early as possible to encourage them to optimize their retirement plan participation. Utilizing integrated iJoin technology, we start with a personalized, goal-based enrollment experience that connects with new participants wherever they are, on any device they prefer. Watch our newly produced detailed complete demo of the participant experience! https://lnkd.in/eDqjj4UB #fintech #401k #401kplans #ijoin
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?????????? Starting the Financial Conversation with Your Kids ?? As someone passionate about helping individuals and families secure their financial futures, I believe that discussing finances with your kids is crucial. It's a topic that often gets overlooked, but it's never too early to start teaching them valuable lessons. ?? Here are a few tips: 1. **Begin Early**: Start age-appropriate conversations about money from a young age. Teach them about saving, budgeting, and the value of money. 2. **Lead by Example**: Children often learn by observing their parents. Demonstrating responsible financial behavior sets a positive precedent. 3. **Open Dialogue**: Create a safe space for questions and discussions about money. Encourage curiosity and provide clear, honest answers. 4. **Real-Life Lessons**: Involve them in real financial decisions, like shopping or budgeting for a family vacation. Hands-on experience is a great teacher. 5. **Long-Term Perspective**: Emphasize the importance of long-term financial goals and investments, including saving for college and retirement. Let's empower the next generation with financial literacy, setting them up for a successful future. Have you had financial discussions with your kids? Share your tips and experiences below! ?? #FinancialEducation #FamilyFinances #MoneyTalks #FinancialLiteracy