Noel Trias

Managing Director at Pensionmark/Benefits Matrix

Role: Managing Director at World Investment Advisors
Location: Escondido, CA, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Noel Trias

401(k) Retirement Plan and Benefits Consultant focusing on plan compliance and design…

Experience

Managing Director
World Investment Advisors
Jan 2001 — Present · CA
401k and Retirement Plan Consulting.* Investment Due Diligence* Assistance with Plan Design and Compliance* Investment Policy Statement Design Review* Employee Communication and Evaluation

Skills

Employee Benefits
Deferred Compensation
Pensions
Management
Securities
Investments
Personal Financial Planning
Retirement Planning
Retirement
Public Speaking
Finance
Mutual Funds
Financial Advisory
Erisa
Process Improvement
401k
Managerial Finance

Contact information

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Work email
n••••••••@worldadvisors.com
Personal email
•••••@•••••.com
Direct dial
+17•••••••14

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Current company

World Investment Advisors

Financial Services · 216 employees · Founded 1988 · Lincroft, New Jersey, United States

World Investment Advisors, formerly Pensionmark Financial Group, is a network of more than 630 advisors and staff across more than 100 U.S. locations that supports $72.7B* in assets and thousands of retirement plan and wealth management clients. The World Investment Advisors network of professionals includes wealth management, defined contribution, defined benefit, terminal funding, not-for-profit and executive/deferred compensation specialists. For more information, please visit Meet the management team: https://worldadvisors.com/management-team Find an Advisor: https://worldadvisors.com/find-an-advisor *As of 12/31/2024, the World Investment Advisors network of advisors and firms collectively provides support to over $72.7 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $56.2 billion.

pensionmark.com

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