Plexus Financial Services among participants in leading industry survey of retirement advisors

When it comes to investing in a defined contribution plan such as a 401(k), employees should start at six percent of income — and employers should be automatically enrolling them. These are just two of the many findings in PIMCO’s 2017 Defined Contribution Consulting Support and Trends Survey, which polled nearly 70 defined contribution consultants and advisors, including Plexus Financial Services LLC.

Overall, the advisors surveyed by PIMCO, a Newport Beach, Calif.-based asset management firm, represent more than 12,000 plan sponsor clients and manage more than $4 trillion in assets.

“It was an honor to be asked to participate in the PIMCO survey among with so many industry-leading retirement-focused firms,” said Allison Winge, Plexus Financial Services practice leader.

Of the advisors surveyed by PIMCO, 98 percent were in favor of auto-enrollment of retirement plan participants, with 94 percent in favor of automatically escalating retirement contributions over time.

In another interesting tidbit, a median number of retirement experts participating in the 2017 Defined Contribution Consulting Support and Trends Survey believe savers should aim to live off of 80 percent of their working income in retirement.

For an overview of the PIMCO survey, please refer to a summary of findings released earlier this year.

Disclosure to recipients

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. Any general information referenced/provided is not be construed as personalized investment, tax, and/or legal advice. Always consult an advisor, attorney and/or tax professional regarding your specific situation.

This communication is strictly intended for individuals residing in the states of Alabama, Colorado, Georgia, Illinois, Indiana, Louisiana, North Carolina, Ohio, Oklahoma, Texas, Washington, and Wisconsin and does not provide any information regarding any offers or services directly provided by PFS. The information referenced/provided is not to be considered an offer to buy or sell, or a solicitation of any offer.

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 ( and the SIPC ( 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.

You may request receipt of PFS’s Form ADV, Privacy Policy Statement, Code of Ethical Behavior, and Conflict of interest Policy at any time by written request to For additional details or questions regarding this or any information provided by or related to PFS, please visit our website at

Plexus Financial Services is located at 21805 Field Parkway, Suite 300, Deer Park, Illinois 60010. To contact us by phone, please call (847) 307-6222.