Plexus Financial Services
​Being a plan sponsor isn't easy.
We can help.
Plexus Financial Services LLC offers the following expertise for retirement plans:
Fiduciary Assistance
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Fiduciary reviews
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Fiduciary training and education
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Fiduciary coverage
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Guidance on fiduciary rules and responsibilities
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Fiduciary risk management
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Legislative and regulatory updates
Investment Consulting
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Assist in creating Investment Policy Statement
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Menu design
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Investment monitoring
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Committee meetings
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Replacements and manager searches
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Qualified Default Investment Alternatives (QDIA)
Participant Education
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Participant education calendar
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Targeted communication to meet Plan goals
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On-site enrollment meetings
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Individual retirement gap analysis
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Financial wellness programs and strategies
Provider Management
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Annual fee and service reviews
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Provider search and selection
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Transition management
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Contract negotiations
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Mergers and acquisition consulting
Plan Design
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Technical support
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Design recommendations
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Audit and compliance coordination
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Retirement adequacy studies