"SevenHills Benefit Partners excels at finding the right benefits program to meet our needs. First, they take the time to truly understand our specific situation and then educate us on the pros and cons of each potential solution. We rely and trust their recommendation and advice. But the real value is the service SevenHills Benefit Partners provides after the sale. It is truly value-added." *
Joanne Stadnik Executive Director North Clinic, P.A.
Independence Service Guidance
United Benefit Advisors (UBA)
United Benefit Advisors is an alliance of the nations premier independent benefit advisory firms. By working collaboratively, UBA members are better prepared and positioned to share their collective wisdom with busy employers who want the assurance that they are making informed choices in a complex and rapidly changing employee benefits marketplace.
Membership in UBA is limited by region so admission to this exclusive national network acknowledges high quality and innovative insurance brokerage firms. UBA prepares and publishes one of the nations most current and comprehensive health plan surveys. Clients have access to helpful benchmarking information and online HR tools to assist with plan decisions.
United Benefits Advisors is not affiliated with SevenHills Benefit Partners or Pensionmark Retirement Group.
Pensionmark Retirement Group
Pensionmark Retirement Group was founded in 1988 as a consulting firm dedicated to the retirement plan industry. We have assembled a team of committed and experienced professionals with one guiding purpose in mind: to help plan sponsors and individual investors meet and exceed their retirement plan needs and obligations. Our mission is to provide the best retirement plan consulting services in the nation with the utmost professionalism and uncompromising integrity.
With offices throughout the United States, Pensionmark is recognized as one of the leading retirement plan consulting firms in the nation. Pensionmark team members have been named to 401K Wire’s list of "Most Influential Advisors" and among the "Most Influential People in Defined Contributions."1 Pensionmark has also been named by plansponsor and planadviser magazines as one of the nation’s most successful retirement plan consulting organizations.2
We provide unbiased retirement plan consulting, financial planning, and investment advice, based on a thorough understanding of your unique circumstances and objectives. We support you with a nationwide network of consultants who have decades of retirement plan and executive compensation experience. We employ cutting-edge technology and analytics using a team-based approach. We understand that the retirement plan market is constantly changing and are committed to continually enhancing our capabilities to help you stay ahead.
1 401K Wire, November 2010 (based on reader votes, input from distributors and statistics about advisor practice gathered directly from nominees)
2 plansponsor Magazine, January 2009 (nominated by industry professionals and selected based on quantitative evaluation of service levels and feedback from plan sponsor clients; advisors who have attained the plansponsor Retirement Professional designation receive an automatic nomination)/plansponsor Magazine, December 2006
Financial Group, LLC (“Pensionmark”) is an investment adviser registered under
the Investment Advisers Act of 1940. Pensionmark is affiliated through common
ownership with CapFinancial Securities, LLC (member SIPC).