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Mariner Holdings Launches Mariner Retirement Advisors

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Mariner Holdings has formed Mariner Retirement Advisors, a firm focused on providing 401(k) advisory services to plan sponsors throughout the country.

The Leawood, Kansas-based advisory firm combines its current retirement services division with the former retirement team from SageView Advisory Group’s Kansas City office to create Mariner Retirement Advisors.

“Employees are increasingly relying on their employer-sponsored retirement plans to fund their retirement and help them achieve their long-term goals,” said Martin C. Bicknell, chief executive officer of Mariner Holdings, in a statement. “The launch of Mariner Retirement Advisors puts us in an ideal place to advise plan sponsors on a wide range of issues, including plan design, investment selection, asset allocation and fiduciary concerns.”

The new nine-member Mariner Retirement Advisors team will combine David Stofer, Mark Nothnagel and their team from SageView Advisory Group with Mariner’s existing 401(k) practice, which is led by Tim Helsel. The former SageView Advisory Group team brings more than 50 years of retirement plan services experience to Mariner.

Together, the new combined team has managed more than 150 client relationships and more than $3 billion in assets, according to the press release.

The goal of Mariner Retirement Advisors is to provide a wide range of services, including plan design consulting, investment selection, asset allocation, ERISA compliance, investment policy statement preparation and maintenance, and fiduciary support.

“Through Mariner Retirement Advisors, we will focus on helping clients create and maintain leading retirement plans with an ultimate goal of increasing plan participants’ retirement readiness,” Bicknell said in a statement.

The launch of Mariner Retirement Advisors is the latest in a series of initiatives the firm has undertaken to further its goal of delivering a wide range of services to meet diverse client needs. Other recent initiatives include the acquisition of Allied Business Group to provide investment banking, valuation advisory and forensic accounting services to business owners; the launch of Mariner Trust Co., which offers a wide range of trust and estate planning solutions; and the launch of FirstPoint Financial, a firm dedicated to providing personalized financial advice with no minimum asset requirements.


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