Benchmark My Plan, Llc
BENCHMARK MY PLAN UNCOVERS NEW OPPORTUNITIES We are a company interested in helping you, help your employees, have the best portfolio possible. We connect you with a financial advisor who has access to the resources you need to properly assess your investment portfolios. By comparing your company’s 401k plans to those of a similar size and structure across the industry, you can rest assured that you have fulfilled your fiduciary duty to invest and monitor responsibly. With nothing to lose, we urge you to get connected with one of our many financial advisors to help benchmark your plans and ensure you are on the right track.
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Verified contacts
6
available on Kipplo
LinkedIn employees
6
11 to 50 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
2
tools in use
Monthly traffic
26
organic / mo
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- MT
Marisa Toscano
Vice President Advisor Relations · General Business & Management
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B. Gordon Tonnessen
Chief Operations Officer · Operations
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Showing 2 of 6 verified contacts
Top roles at Benchmark My Plan, Llc
6 distinct titles indexed · top 6 shown.
- 1account manager at benchmark my plan
- 1chief operations officer
- 1regional account manager
- 1retirement guidance executive
- 1schedueling agent
- 1vice president advisor relations
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