AssetMark Retirement Services: What Sets Us Apart

As an independent provider of services spanning investment management to recordkeeping and administration, AssetMark’s focus is on the objectives of the plan sponsors and participants we serve. 

We can help you:
  • Simplify the complexities of retirement plans
  • Understand your needs and build customized plans
  • Provide ongoing support and easy access to information

Simple, Flexible, Competitive

AssetMark Retirement Services can be your one-stop solution. Talk to your Regional Consultant today.

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Investment Choices Backed by Fiduciary Responsibility

We combine over 40 years of expertise in designing purpose-built retirement plans with rigorous due diligence in a way that allows us to focus on what's in the best interest of plan sponsors and participants.

Our investment solutions offer participants the ability to choose between lower-cost passively-managed investments, such as exchange-traded and index funds, and higher cost actively-managed funds – or a combination of both.

As an ERISA-defined 3(38) investment manager, we assume fiduciary responsibility for the selection and monitoring of all plan investment options.

Recordkeeping and Administration Technology

Convenient online access to details about each retirement account is not enough in today’s world. We have partnered with leaders in financial services technology to provide highly-secure portals that are also intuitive and informative.

For plan sponsors, we offer the choice of having AssetMark handle recordkeeping and administration services or continue to work with a TPA of their choice.

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Dedicated Service and Education from Experts

The bedrock of AssetMark Retirement Services are our people who are dedicated to providing ongoing support. Our customer service team is committed to answering each question and addressing challenges as they arise.  From designing plans tailored to your specific needs to timely updates on market events and industry trends, our expertise and thought leadership make it easier to smartly navigate the complexities of the retirement landscape. 

When you place your trust in AssetMark it is returned with our commitment to a single purpose; helping investors reach their goals by serving the financial advisors who guide them.

A copy of the AssetMark Retirement Services Disclosure Brochure is available by clicking on the link below.
AssetMark Retirement Services Booklet