Investment Consulting


  Investment Policy Statement
  Menu Design
  Investment Monitoring
  Committee Meetings
  Replacements & Manager Searches



Plan Design


  Technical Support
  Design Recommendations
  Audit and Compliance Coordination                  
  Retirement Adequacy Studies



Fiduciary Assistance


  Fiduciary Reviews
  Fiduciary Training and Education
  Fiduciary Coverage
  Guide Fiduciary Roles & Responsibilities



Provider Management


  Annual Fee and Service Reviews               
  Provider Search & Selection
  Transition Management
  Contract Negotiations




Participant Education


  Participant Education Calendar
  Targeted Communication to Meet Plan Goals
  On Site Enrollment Meetings
  One on One or Group Based Financial Assistance 
  Individual Retirement Gap Analysis


© 2016 Plexus Financial Services, LLC