Plexus Financial Services, LLC, provides independent advice on corporate retirement strategies, collaborating with employers to help ensure that those strategic objectives and fiduciary obligations are met, while helping participants achieve their retirement goals through their defined contribution, defined benefit and non-qualified plans.
As a co-fiduciary, we provide comprehensive investment, plan design, fiduciary assistance, provider management and consulting services for employers of all sizes.
We focus on mitigating fiduciary risk, developing plan designs, provider partnerships and open fund architectures that help deliver solutions for our plan sponsor clients and their participant's retirement planning needs.
Plexus Financial Services, LLC 21805 Field Parkway, Suite 300, Deer Park, Illinois 60010 Phone: 847-307-6222
This communication is strictly intended for individuals residing in the states of California, Colorado, Illinois, Michigan, New York, Oklahoma, Tennessee, Texas, Washington, Wisconsin. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Please review our Terms of Use here: http://www.commonwealth.com/termsofuse.html.
Company Details
- Employees
- 5
- Founded
- -
- Address
- 21805 Field Parkway,
- Phone
- +1-847-307-6222
- co****@****sfs.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- plexusfs.com
- Keywords
- Retirement Plan Design, Provider Analysis and Management, Coordination of Employee Education, Fiduciary Guidance and Plan Oversight, Key Executive Programs & Managed Accounts, Investment Due Diligence.
- HQ
- Deer Park, Illinois
Plexus Financial Services, Llc Questions
Plexus Financial Services, Llc's helpline number is +1-847-307-6222
Plexus Financial Services, Llc's website is plexusfs.com
Plexus Financial Services, Llc's LinkedIn profile is https://www.linkedin.com/company/plexus-financial-services-llc
Plexus Financial Services, Llc has
5 employees.
View email and phone details for 5
employees at Plexus Financial Services, Llc.
Plexus Financial Services, Llc's industry is
Financial Services
Plexus Financial Services, Llc's top competitors are
Plexus One Holdings, Inc,
Cherryblossom Nonprofit,
Pivot Foundation, Nonprofit,
Nonprofit Data Geeks,
The Plexus Groupe,
Gallagher,
Leap Pediatric And Adolescent Care,
Friends Of Swat Minnesota Nonprofit Association,
Nonprofit Leadership Llc,
Cem Insurance Brokers Ltd..
Plexus Financial Services, Llc's support email address is communications@plexusfs.com
Plexus Financial Services, Llc's categories are Financial Services
Plexus Financial Services, Llc's founding year is 2007
