Plexus Financial Services, LLC, a [CMD1] retirement advisory firm, recently participated in the renowned PIMCO 2018 Defined Contribution Consultancy Survey.
PIMCO prepared the 12th annual Defined Contribution Consulting Support and Trends Survey1 to 401(k) plan sponsors to better understand some of the retirement benefit trends and services available in the Defined Contribution marketplace. The survey gathered feedback from 77 firms totaling 4.4 trillion in U.S. DC assets, and 17k DC plan sponsor clients represented which accounts for almost 60% of all US DC assets.
Top 5 Priorities of 401(k) Plan Sponsors:
- Evaluate Fees Investment Fees
- Evaluate how plan costs are paid
- Review Target Date Funds
- Evaluate Administration Fees
- Simplify core line up
With evaluating fees being the number one priority, a service Plexus Financial Services, LLC (“PFS”) provides is fee benchmarking analysis by managing the live-bid benchmarking process. This anonymous process begins when PFS delivers the bidding provider a range of fees to the incumbent provider. The results of the benchmarking process are based on a live bid and all bidders being provided with the current plan demographics and plan design/service structure. This ensures the results are a true apples-to-apples comparison and thus, extremely compelling.
To learn more about Plexus Financial Services, LLC services and how to tackle your 401(k) plan priorities, contact a PFS retirement representative at 847-307-6222 or communications@plexusfs.com.
1 Link to PIMCO Survey
[CMD1]While we are registered nationally with the SEC we are only licensed in the states outlined in the disclosure.
Disclosure
Plexus Financial Services, LLC (“PFS”) does not provide specific investment, tax, and/or legal advice and the information referenced/provided is not specific to any company’s or individual’s circumstances. The materials referenced/provided are general in nature and provided for educational purposes based upon publicly available information from sources believed to be reputable and reliable; we cannot assure the accuracy or completeness of these materials and caution you to use personal diligence in review before relying or acting upon any information presented. Videos, photos, and images should not be construed as an endorsement of the adviser. Information presented is believed to be factual and up-to-date, but PFS does not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Any general information referenced/provided is not to be construed as personalized investment, tax, and/or legal advice. Always consult an advisor, attorney and/or tax professional regarding your specific situation.
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PFS is a wholly owned subsidiary of The Plexus Groupe, LLC. Advisory services are offered through Plexus Financial Services LLC, a registered investment advisor with the SEC which transacts business in states where it is properly registered, or is excluded or exempted from registration requirements, member FINRA www.finra.com, and the SIPC www.sipc.com. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.
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