Debbie Matustik
Managing Director
Details: Debbie DeWall Matustik is Managing Director of the Pensionmark Austin, Texas location. Debbie offers over 25 years of experience in the retirement industry, with particular expertise in fiduciary services, plan design, merger & acquisition consulting, investment analysis and employee communications. She is a staunch advocate for her clients, and along with her Pensionmark team, provides an exceptionally high level of service to plan sponsors and participants alike.
“As Managing Director of Pensionmark Austin, I provide retirement plan advisory and consulting services that help manage my clients’ fiduciary obligations, aim to control plan expenses, strive for robust investment line-ups, and help optimize plan design to achieve the employer’s goals. We take the lead in managing vendor reviews, searches and benchmarking studies to help ensure our plans remain competitive. As part of our service delivery for plan participants, we proactively coordinate employee communications, educating and advising plan participants to help them achieve a successful retirement on their own terms.”
Debbie holds multiple professional designations including the Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA) designations from The American Society of Pension Professionals & Actuaries (ASPPA). She also obtained the Certified Retirement Administrator (CRA) designation from the International Foundation for Retirement Education (InFRE). Debbie holds the Series 6, 7, 63, and 66 registration certifications, and is also State of Texas Historically Underutilized Business (‘HUB’) certified.
Prior to joining the Pensionmark team, Debbie was Principal of ASSURE Financial Services in Austin, Texas. Before opening her own DBA, Debbie served in the capacity of Senior Vice President and shareholder of The 401(k) Company (since acquired by Charles Schwab) and spent several years building her practice at UBS Financial Services. Debbie graduated Cum Laude from Trinity University in San Antonio with a Business degree, and received her MBA in Finance and Accounting from the University of Texas at Austin.
Debbie has been recognized as one of the top women in the retirement plan advisory field by the National Association of Plan Advisors (‘NAPA’) every year since the award’s inception in 2015, most recently in 2023. She also was named as a Top Retirement Plan Adviser in 2022 by PLANADVISER and a NAPA Top DC Advisor Team for both 2021 and 2022.
Debbie lives in Austin with her husband Mike and is a proud Mom of college-age twins, Ashley and Matthew. When not involved in family or work activities, Debbie’s hobbies include painting (acrylic landscapes), gardening, cooking and travel. She is actively involved in her community and supports many area nonprofit organizations and her church.
1Applicants were required to advise on at least $50m in DC plan assets and have at least 20 per cent of their client assets in DC plans. Selected via questionnaire and Financial Times research.
2Candidates chosen through nomination, quantitative and qualitative data responses, and voting.
Details: Debbie DeWall Matustik is Managing Director of the Pensionmark Austin, Texas location. Debbie offers over 25 years of experience in the retirement industry, with particular expertise in fiduciary services, plan design, merger & acquisition consulting, investment analysis and employee communications. She is a staunch advocate for her clients, and along with her Pensionmark team, provides an exceptionally high level of service to plan sponsors and participants alike.
“As Managing Director of Pensionmark Austin, I provide retirement plan advisory and consulting services that help manage my clients’ fiduciary obligations, aim to control plan expenses, strive for robust investment line-ups, and help optimize plan design to achieve the employer’s goals. We take the lead in managing vendor reviews, searches and benchmarking studies to help ensure our plans remain competitive. As part of our service delivery for plan participants, we proactively coordinate employee communications, educating and advising plan participants to help them achieve a successful retirement on their own terms.”
Debbie holds multiple professional designations including the Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA) designations from The American Society of Pension Professionals & Actuaries (ASPPA). She also obtained the Certified Retirement Administrator (CRA) designation from the International Foundation for Retirement Education (InFRE). Debbie holds the Series 6, 7, 63, and 66 registration certifications, and is also State of Texas Historically Underutilized Business (‘HUB’) certified.
Prior to joining the Pensionmark team, Debbie was Principal of ASSURE Financial Services in Austin, Texas. Before opening her own DBA, Debbie served in the capacity of Senior Vice President and shareholder of The 401(k) Company (since acquired by Charles Schwab) and spent several years building her practice at UBS Financial Services. Debbie graduated Cum Laude from Trinity University in San Antonio with a Business degree, and received her MBA in Finance and Accounting from the University of Texas at Austin.
Debbie has been recognized as one of the top women in the retirement plan advisory field by the National Association of Plan Advisors (‘NAPA’) every year since the award’s inception in 2015, most recently in 2023. She also was named as a Top Retirement Plan Adviser in 2022 by PLANADVISER and a NAPA Top DC Advisor Team for both 2021 and 2022.
Debbie lives in Austin with her husband Mike and is a proud Mom of college-age twins, Ashley and Matthew. When not involved in family or work activities, Debbie’s hobbies include painting (acrylic landscapes), gardening, cooking and travel. She is actively involved in her community and supports many area nonprofit organizations and her church.
1Applicants were required to advise on at least $50m in DC plan assets and have at least 20 per cent of their client assets in DC plans. Selected via questionnaire and Financial Times research.
2Candidates chosen through nomination, quantitative and qualitative data responses, and voting.
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