Plexus Financial Services fundamentally believes that a properly designed plan should satisfy an employer’s goals and objectives related to their retirement plan strategies, easily maintain its tax qualified status, and not burdensome to administer.


Plexus Financial Services will consult with you and your plan committee on the various designs to consider when aligning your plan with those goals and objectives. Our research has shown that different enrollment, investment, matching and distribution options can have considerable impact on the degree of success the plan ultimately achieves. Our experts will construct a plan that will benefit employees and employer alike.


Within our continuous effort to create and deliver value, Plexus Financial Services will provide retirement adequacy studies to measure the extent to which your plan is providing the intended opportunity for your employees to achieve their retirement goals.






© 2016 Plexus Financial Services, LLC