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Deals & People February 22, 2012
Pensionmark Expands Regional Offices
Pensionmark increased its retirement plan adviser network to 18 regional
offices with the addition of Northgate Retirement Group in Novato, California.
Reported by Corie Russell
Rick Wedge will be managing director of the new office. He joined Pensionmark Retirement Group early this year, creating Pensionmark San Francisco. Wedge, formerly an investment principal at Northgate, was named PLANSPONSOR’s 2010 Retirement Plan Adviser of the Year (see “PLANSPONSOR Announces Retirement Plan Adviser and Adviser Team of the Year“).
The partnership will allow Wedge and his team to maintain their independent practice while utilizing Pensionmark’s resources.