Client Center

Welcome to Planmark’s Retirement Plan Client Center.  Planmark is pleased to be able to assist you in filing your retirement plan’s Form 5500 electronically as is now required by the U.S. Department of Labor.

Please click on the link below to begin the process.  If you have any questions at any time please call us at 770-410-4088.  We will be happy to help!

Link to Form 5500 Signing Portal








 

Securities offered through LPL Financial
Member FINRA/SIPC - Member of Securities Investor Protection Corporation (SIPC).
For an explanatory brochure, please visit www.sipc.org.

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