Plexus Financial Services selected as Top Defined Contribution Advisor Firm
Plexus Financial Services (PFS), an independent firm specializing in corporate retirement plan advisory solutions, has been selected as a Top DC (Defined Contribution) Advisor Firm for 2017 by the National Association of Plan Advisors (NAPA), an affiliate organization of the non-profit American Retirement Association (ARA).
The NAPA Top DC Advisor designation honors leading advisory firms on the basis of defined-contribution assets under advisement. No fee is charged to participate in the Top DC Advisor list. Firms were ranked by assets under advisement, self-reported by the advisor firms. About 300 firms took part in the Top Advisor rankings.
PFS is a member of NAPA, which advocates on behalf of retirement advisors, plans, and plan participants. As of the end of 2016, PFS advised plans with about $880 million in assets.
“We are honored to have received this recognition from NAPA,” said Allison Winge, Plexus Financial Services Practice Leader and Executive Vice President. “Our firm is committed to providing fiduciary guidance to retirement plan advisors and to helping each of our more than 20,000 retirement plan participants enjoy happy, prosperous post-work lives.”
A wholly owned subsidiary of The Plexus Groupe, Plexus Financial Services develops retirement plan objectives and designs and delivers best-in-class solutions for clients' retirement planning needs and objectives. The firm also serves as a 3(21) investment co-fiduciary for a large portion of its clients.
For more information on PFS, please visit the firm’s website at Plexusfs.com, or contact us at 847-307-6222.
Disclosure regarding NAPA / ARA
The National Association of Plan Advisors is a non-profit professional society backed by the American Retirement Association (ARA). The materials provided are intended for instruction only and are not a substitute for professional advice.
The American Retirement Association is a non-profit professional organization with two major goals: to educate all retirement plan and benefits professionals, and to create a framework of policy that gives every working American the ability to have a comfortable retirement. The American Retirement Association is comprised of four premier retirement industry associations; the American Society of Pension Professionals & Actuaries (ASPPA), the ASPPA College of Pension Actuaries (ACOPA), the National Association of Plan Advisors (NAPA), and the National Tax-deferred Savings Association (NTSA).
For additional information please contact NAPA (napa-net.org) and the American Retirement Association (usaretirement.org) at 4245 N. Fairfax Drive, Suite 750, Arlington, Va., 22203. Both organizations can be reached by telephone at 703-516-9300.
Disclosure regarding Plexus Financial Services
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 (www.finra.org) and the SIPC (www.sipc.com). 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 info@plexusfs.com. For additional details or questions regarding this or any information provided by or related to PFS, please visit our website at www.plexusfs.com. 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.
