401k (842) employers (367) employees (338) 403b (46) 401k plans (11) defined benefit plans (4) 403b plans (3) defined contribution plans (3) on-qualified plans (2) investment co-fiduciaries (2)
We guide retirement plan sponsors and promote financial wellness for plan participants.
At Plexus Financial Services, LLC we believe retirement saving is an opportunity to cherish, not a challenge to fear. We are an objective, independent firm specializing in corporate retirement plan advisory services, including 401(k), 403(b), 457, defined-contribution, defined-benefit, and non-qualified plans.
In many cases, we are participating as 3(21) investment co-fiduciaries to our clients' sponsored plans, and we act in the best interests of their retirement plan participants. We work to mitigate the fiduciary risk faced by corporate plan sponsors, and we advocate for employers and their employees. We develop plan objectives, provider partnerships, and open-fund architectures to design and implement best-in-class solutions for our clients' retirement planning needs and objectives. Above all, Plexus Financia