Rick Wedge is a Managing Director with World Investment Advisors and a Retirement Plan Advisor with more than 35 years of industry experience. He works with plan sponsors to help them strengthen retirement programs, support participant outcomes, and navigate the evolving demands of plan oversight.

Working primarily with small- to mid-sized employers, Rick provides fiduciary guidance, plan design support, and participant education. He also oversees a retirement plan practice with more than $2 billion in plan assets, helping clients make informed decisions amid regulatory complexity and evolving industry best practices.

In 2010, Rick was recognized by PLANSPONSOR® as the Top Retirement Advisor in the country for his work with Northgate Benefits.¹ He later merged his firm with Pensionmark, where he became a Managing Director, and has since been recognized by World Investment Advisors as a Top Retirement Plan Advisor in 8 of the past 9 years.

Rick earned his bachelor’s degree from Rollins College and his MBA from Babson College, and he holds FINRA Series 6, 7, 26, 63, and 66 registrations. He also serves on the Osprey Village Board of Directors. When he is not working with clients, Rick enjoys staying active with golf and pickleball and spending time fishing.

¹The 2010 PLANSPONSOR of the Year awards recognized retirement plan sponsors for their commitment to improving participants' retirement outcomes. Nominees for the 2010 award were selected from a pool of more than 425 nominations including entities that demonstrated excellence in plan design and management, such as enhancing company contributions.