Being a plan sponsor isn't easy.
We can help.



Plexus Financial Services LLC offers the following expertise for retirement plans:

Fiduciary Assistance
  • Fiduciary reviews
  • Fiduciary training and education
  • Fiduciary coverage
  • Guidance on fiduciary rules and responsibilities
  • Fiduciary risk management
  • Legislative and regulatory updates
Investment Consulting
  • Assist in creating Investment Policy Statement
  • Menu design
  • Investment monitoring
  • Committee meetings
  • Replacements and manager searches
  • Qualified Default Investment Alternatives (QDIA)
Participant Education
  • Participant education calendar
  • Targeted communication to meet Plan goals
  • On-site enrollment meetings
  • Individual retirement gap analysis
  • Financial wellness programs and strategies
Provider Management
  • Annual fee and service reviews
  • Provider search and selection
  • Transition management
  • Contract negotiations
  • Mergers and acquisition consulting 
Plan Design
  • Technical support
  • Design recommendations
  • Audit and compliance coordination
  • Retirement adequacy studies