RETIREMENT PLANS

The Plexus Groupe offers a broad array of group retirement plans tailored to fit your company’s needs through our subsidiary firm, Plexus Financial Services LLC. For more information, please visit their website at PlexusFs.com.

Plexus Financial Services provides independent advice for retirement plans, assisting plan sponsors with their fiduciary obligations and helping participants to achieve their retirement goals.

Plexus Financial Services can customize the following plans according to your objectives:

  • 401(k) Plans
  • 403(b) Plans
  • 457 Plans
  • Profit Sharing Plans
  • Non-Qualified Plans

In addition to the various plans offered, Plexus Financial Services offers a variety of Retirement Services to assist in the administration of the retirement plan you choose.

  • Investment Fiduciary Services
  • Fiduciary Training and Education
  • Consulting on Fund Menu Design
  • Legislative Updates
  • Investment Monitoring / Committee Meetings
  • Provider Search and Selection
  • Fund Replacements
  • Annual Fee Benchmarking
  • Plan Design and Compliance Consultation
  • Transition Management
  • Assistance with Coordination of Employee Education Campaigns

At Plexus Financial Services, our differentiation is based on our 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, delivering best-in-class solutions for our client’s retirement planning needs and objectives.

PASSION. ALIGNMENT.ACTION.

YOUR BUSINESS GOALS DEMAND IT.

With offices in Chicago, Dallas, and Oklahoma City, Plexus is a premier insurance and risk management company.
We offer our clients innovative insurance strategy and powerful professional resources to protect, preserve, and grow.

CONTACT US