Plexus Financial Services

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PFS Executive VP Allison Winge To Present at PSCA National Conference

Plexus Financial Services, LLC Executive Vice President Allison Winge will present "Mind Over Money" at the annual national Plan Sponsor Council of America (PSCA) Wednesday, May 1, 2019 in Tampa.
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CHAMPIONING WEALTH

MANNING MANIA: Plexus Financial Services, LLC executives Allison Winge, Pamela Appell and Keith Hamann met Peyton Manning at the 2019 National Association of Plan Advisors (NAPA) 401(k) Summit in Las Vegas this month. PFS champions customized financial solutions for each client.
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Collective Investment Trusts: The Fastest Growing Investment Vehicle

For almost a century, collective investment trusts (CITs) have played an important role in the markets. They were originally introduced in 1927. A 2016 study showed that they are the fastest growing investment vehicle within 401(k) plans, with 62 percent of asset managers believing their clients will shift from mutual funds to CITs. For the vast majority of their existence, CITs were available only in defined benefit (DB) plans.
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Retirement Times Newsletter Spring 2019

Plexus Financial Services, LLC releases the Retirement Times Newsletter for Spring 2019.
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PLEXUS FINANCIAL SERVICES, LLC Offers Internship

Plexus Financial Services, LLC is offering a paid internship this summer for college students want to learning about financial advising and retirement planning.
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Retirement Times Newsletter: Winter 2019

Plexus Financial Services, LLC Retirement Times Winter 2019 Newsletter is news you can use for planning a worry-free post-work life.
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PLEXUS FINANCIAL SERVICES NEWSFLASH: Evaluate Your Retirement Plan’s Analytics

Use Plan Analytics to Evaluate Your Retirement Plan --Your retirement plan is a valuable resource for your employees and serves as a vehicle to attract and retain top talent. Ensuring plan success is crucial. Examining plan analytics can help evaluate its success.
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NAPA Names Pamela Appell to List of 2018 Top Woman Advisors

The National Association of Plan Advisors (NAPA) recently named Plexus Financial Services, LLC’s Vice President of Client Relations Pamela Appell to its list of 2018 Top Women Advisors.
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PFS Participant Education: Financial Planning Basics - Part 3

Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached. That's where financial planning comes in.
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Retirement Times Newsletter Fall 2018

Plexus Financial Services, LLC Retirement Times Newsletter is news you can use for planning a worry-free post-work life.
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PFS Participant Education: Financial Planning Basics - Part 2

Test Your Knowledge of Financial Basics How well do you understand personal finance? The following brief quiz can help you gauge your knowledge of a few basics.
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PFS Participant Education: Financial Planning Basics - Part 1

Watch our video about Financial Planning Basics!
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PFS Participant Education: Investment Basics -- Part 3

Plexus Financial Services, LLC announces the third installment in its Participant Education series about Investment Basics.
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PRESS RELEASE: PFS Leaders Named As Delegates to NAPA DC Fly-In Forum

Practice Leader Allison Winge and Vice President, Client Relations Pamela Appell of Plexus Financial Services, LLC recently participated as delegates to the National Association of Plan Advisors (NAPA) Annual DC Fly-In Forum, an exclusive gathering of the nation’s leading retirement plan advisors.
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PFS Leaders Meet State Representative Roskam

Plexus Financial Services, LLC Practice Leader Allison Winge and Vice President, Client Relations Pamela Appell met with Illinois State Representative Peter Roskam, a Republican representing the 6th District.
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PFS Participates In NAPA FLY-IN FORUM

Plexus Financial Services, LLC is participating this week in the NAPA FLY-IN FORUM in D.C.
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PFS Participant Education: Investment Basics - Part 2

Plexus Financial Services, LLC releases the second part of Participant Education about Investment Basics.
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Retirement Times Newsletter Summer 2018

Plexus Financial Services, LLC Summer 2018 Retirement Times Newsletter delves into the latest retirement news and trends.
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Allison Winge Attends Institutional Investors Seminar

Executive Vice President Allison Winge of Plexus Financial Services, LLC is attending Retirement Plan Advisor Summit.
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PLEXUS FINANCIAL SERVICES, LLC PARTICIPATES IN PIMCO SURVEY

Plexus Financial Services, LLC, retirement advisory firm serving clients across the nation, recently participated in the renowned PIMCO 2018 Defined Contribution Consultancy Survey.
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Check the background of this financial professional on FINRA's BrokerCheck