We advocate for plan sponsors 
and plan participants.



At Plexus Financial Services, our differentiation is based on our singular and total focus on corporate retirement plan advisory services. We are an independent and objective firm, free of any proprietary constraints or conflicts of interest. We advocate for our plan sponsors and their participants. We focus on mitigating fiduciary risk, developing plan designs, provider partnerships, and open-fund architectures towards delivering best-in-class solutions for our clients' retirement planning needs and objectives.

We measure your plan's success through a number of critical retirement plan metrics:

  • Plan participants on target towards their retirement goals.
  • Projected retirement income replacement rate.
  • Participation rates.
  • Deferral rates.
  • Aggregate investment lineup performance.