Pensionmark Retirement Group: Madison member Jaeger earns magazine honors

Media Contact:
Amy Mertz
[email protected]

MADISON, Wis. (Wednesday, November 14, 2012) – Inc. Magazine recently named Pensionmark Retirement Group, which has a Madison office, as one of the fastest-growing private companies in America by including Pensionmark on its 500|5000 list of 2012.
This esteemed list of the nation’s most successful private companies is recognized out of the nearly 7 million private, employer-based companies in the U.S. and is based on the three-year revenue growth of the companies nominated. Over the years, this elite group has included companies such as Microsoft, Timberland, Vizio, Intuit, Jamba Juice, Oracle and

“This (honor) is truly a testimonial to the commitment everyone at Pensionmark has made over the last 20 years to be the best at what we do,” said Troy Hammond, President/CEO of Pensionmark Retirement Group. “We look forward to continuing this trend.”

Additionally, Pensionmark Retirement Group’s Madison office team, led by managing director and Pensionmark member Ed Jaeger, was recognized as one of the nation’s top six retirement plan advisory teams for firms that manage more than $5 billion in assets by PLANADVISER Magazine (February 2012, selected by PLANADVISER Magazine poll and committee and based on a quantitative evaluation of service levels and feedback from Plan Sponsor clients).

Jaeger and his two team members provide effective strategies in the corporate retirement plan market, which includes 401(k) plans, profit sharing plans and deferred compensation. The former CEO and founder of Vista Wealth Management is an Investment Advisory Representative and registered representative of LPL Financial.

PLANADVISER magazine – a leading resource for advisers and consultants in the retirement plan industry looking for practical information on the administration of retirement plans, practice management and business growth – honored Pensionmark Retirement Group as one of its 2012 “Top 100 Retirement Plan Advisors.” Among the firms that manage more than 250 plan clients, Pensionmark was also named as one of the nation’s top three retirement plan advisory teams.

Pensionmark team members were named as one of the “Nation’s Top Retirement Plan Advisors” in 2010 by PLANSPONSOR Magazine. In 2009, Troy Hammond, Mike Woods and Devyn Duex at Pensionmark were recognized by PLANADVISER as one of “The Most Successful Advisors of the Year” and as one of the “2009 Retirement Plan Adviser Team of the Year Finalists”(nominated by industry professionals and selected based on quantitative evaluation of service levels and feedback from PLANSPONSOR clients).

Since 2008, Pensionmark has grown from two locations to more than 21 locations nationwide. Pensionmark provides retirement plan consulting services to more than 650 employers and not-for-profit organizations.

About Pensionmark Retirement Group
With national headquarters in Santa Barbara, Calif., the Pensionmark Retirement Group network represents 21 regional locations in 11 states. Pensionmark has quickly established itself as a national leader in corporate retirement plan consulting. Its network of retirement specialists include defined contribution; defined benefit and terminal funding; nonprofit; and executive and deferred compensation specialists. Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Pensionmark Retirement Group, a Registered Investment Advisor and separate entity from LPL Financial. For more information, visit

To reach Ed Jaeger and his Madison team, call 608-213-1968 or email [email protected]