Retirement Plan
Advisory Service

woman rock climbing

Investment Process

Investment due diligence is one of the most important responsibilities you face as a plan sponsor. When you partner with Hickok & Boardman Retirement Solutions you are hiring retirement plan specialists that conduct their advisory services as a Fiduciary.

Support Your Investments:

  • Development and management of Investment Policy Statement
  • Quantitative and qualitative investment research
  • Quarterly investment review
  • Target-date and stable value suitability reporting
  • Extensive 3(21) and 3(38) expertise
family playing on playground

Passion for the Employee

We provide personalized and holistic support to guide your employees in pursuit of their financial goals.

Our program aims to help your employees reduce their financial stress and gain clarity about how their financial choices can impact their future.

Learn More

Topics of discussion include:

  • Building a Budget
  • Strategies for Saving
  • Debt Reduction
  • College Planning
  • How to Protect Your Identity
  • Understanding Your Company’s Retirement Plan
  • Financial Issues of Divorce
  • Evaluating Your Insurance Needs
  • Buying a Home
  • Estate Planning
teamwork in an outdoor setting

Strategic Plan Design

Our goal is to balance company objectives with desired employee outcomes. Toward that goal, we examine the retirement readiness of your employees and assist you in designing a plan that meets your corporate financial objectives.

elderly man working out

Plan Governance and HR Support

True fiduciary risk management comes from operating your plan correctly. We’ll help you optimize your processes to mitigate your fiduciary risks.

We are a Fiduciary for the investment advice we provide.

Learn More

Pensionmark Financial Group

We guide you through a well-documented fiduciary governance process to oversee your retirement plan.

Human resources compliance


Our team of experts can answer your questions.


Pensionmark Financial Group, LLC (“Pensionmark”) is an investment advisor registered under the Investment Advisor Act of 1940. Pensionmark Financial Group, LLC/Pensionmark Securities, LLC and Hickok & Boardman Retirement Solutions are non-affiliated entities.