Retirement Plans
At SevenHills Benefit Partners, we understand the value of preparing and saving for retirement. As your advisor, seek that understand your unique situation and will help you understand how regulatory, and marketplace changes affect your retirement plans that confident in your decisions. Our expert team will research appropriate options, present the best ideas and plans, saving you time and money while keeping you informed every step of way.
SevenHills Benefit Partners has the advantage of collective industry experience and resources with Pensionmark Financial Group. Equipped with an independent perspective, our advisors are able to provide objective guidance to help clients achieve their business goals.
Our retirement plan services provide the resources and guidance you and your employees need for successful retirement program.
- CEFEX-Certified Due Diligence Process
- 3(21) & 3(38) Investment Consulting
- Fee and Revenue Sharing Optimization
- Participant Education and Financial Wellness
- Plan Design Consulting
- Provider Fee & Qualitative Analysis
Our Retirement Plan Advisors

Tony Black, CPFA, AIF, RPA
CEFEX-Certified Retirement Plan Advisor

Matt Voecks, CPFA, AIF, RPA
CEFEX-Certified Retirement Plan Advisor