Sikich expands retirement plan services team with addition of Marie Marks

INDIANAPOLIS — June 9, 2020 — Marie Marks recently joined Sikich as a senior specialist on the company’s retirement plan services team. Marks has spent the last 30 years advising businesses across industries about retirement plan options and strategy.

“Marie is a proven expert in the retirement plan services space who has earned the trust of business leaders in the Indianapolis market,” said Joe Connell, partner on Sikich’s wealth management team. “I’m confident in her ability to not only deliver strategic retirement plan guidance to our clients but also to spearhead our team’s growth in this market.”

Sikich’s retirement plan services team offers companies employee education services, fiduciary training for retirement plan committee members, an open-architecture trading platform, professionally managed portfolios, investment policy statement review and monitoring, comprehensive fee reviews, and benchmarking.

Marks has worked with the city of Indianapolis, former Mayor Greg Ballard and the Financial Planning Association to establish the city’s annual financial planning day. She was recognized as a top female advisor by the National Association of Plan Advisors. Prior to joining Sikich, Marks worked as a retirement plan adviser at The Wellington Group, HRD Advisory Group and the Strategic Planning Group.

“Sikich’s entrepreneurial culture and commitment to client service aligns well with my own values,” Marks said. “The company’s broad scope of services and depth of expertise allow us to address clients’ full range of business challenges. I look forward to supporting the growth of the retirement plan services team.”

Marks attended the University of Indianapolis and the College of Financial Planning.

About Sikich LLP

Sikich LLP is a global company specializing in technology-enabled professional services. With more than 1,000 employees, Sikich draws on a diverse portfolio of technology solutions to deliver transformative digital strategies and ranks as one of the largest CPA firms in the United States. From corporations and not-for-profits to state and local governments, Sikich clients utilize a broad spectrum of services* and products to help them improve performance and achieve long-term, strategic goals.

*Securities offered through Sikich Corporate Finance LLC, member FINRA/SIPC.  Investment advisory services offered through Sikich Financial, an SEC Registered Investment Advisor.

This publication contains general information only and Sikich is not, by means of this publication, rendering accounting, business, financial, investment, legal, tax, or any other professional advice or services. This publication is not a substitute for such professional advice or services, nor should you use it as a basis for any decision, action or omission that may affect you or your business. Before making any decision, taking any action or omitting an action that may affect you or your business, you should consult a qualified professional advisor. In addition, this publication may contain certain content generated by an artificial intelligence (AI) language model. You acknowledge that Sikich shall not be responsible for any loss sustained by you or any person who relies on this publication.

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