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