The SMARTMap® Financial Wellness Program is a benefit offered by your Annuity and 401(k) Plans that helps lay the groundwork for a solid financial foundation by helping you build healthy habits with your financial goals in mind.

1-on-1 Guidance with Financial Advocates

You have access to Pensionmark's team of FINRA-registered Financial Advocates who can help you navigate your Carpenter's retirement plans.

Schedule a call today to discuss Enrollment and Rollovers, Loans and Distributions, Investment Allocation Guidance and Retirement Planning.

Financial Wellness Hub

Pensiomark's online Financial Wellness Hub and monthly emails offer a variety of interactive tools and resources to help you break down your financial goals into actionable steps.



Personal Financial Portal

The Personal Financial Portal is a secure, interactive platform you can use to manage your day-to-day and long-term finances. Connect your financial accounts or input data manually to track progress towards your goals.


Getting Started

Chat or Email Pensionmark:


(888) PEN-401K (736-4015)

Download a flier for future reference.

Pensionmark Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark is affiliated through common ownership with Pensionmark Securities, LLC (member SIPC).

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