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Marci Dworken
Marci Dworken
Client Manager Investment Support
marci@pa401k.com
216.595.0668

Marci attended Cleveland State University and Cuyahoga Community College. She has worked at Pension Advisors for nine and a half years (but who’s counting!) and has moved up from Administrative Support to Office Manager. Marci works directly with individual investment clients and provides complete support services to our Client Managers and has her license for Life & Health, Series 6 & Series 63. Marci is married and has two children. She enjoys watching Reality TV (her favorite is the Amazing Race) watching movies (favorite is Top Gun) and spending time with her family. She spent so much time volunteering at her children’s schools people thought she was employed there.


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Latest Updates & Information

1st Quarter 2017 Market Commentary

U.S. Economy – Good The key factors we track, unemployment, housing, and inflation, are all favorable. Unemployment is now in the 4.7% range, while wage inflation has held its slight upward trend.

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4th Q Market Insights

There were two events in the Fourth Quarter that influenced U.S. and foreign financial markets: Donald Trump won the presidential election which led to positive growth on Wall Street & the Federal Reserve’s December interest rate of 0.25% signified the Fed's confidence in the improving U.S. economy.

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The Election is Over . . .Now What??

Certainly last night was a surprise for many Americans and international observers. How will Trump's shocking win affect the Market and your Investments?

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2017 401(k) and IRA Rules

The contribution limits for 401(k) plans and individual retirement accounts will stay the same in 2017. Employees will be eligible to defer paying income tax on up to $18,000 that they contribute to 401(k) and $5,500 to their IRA.

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