DEER PARK, Ill., January 31, 2018 -- Chicagoland-based Plexus Financial Services, LLC, a firm specializing in corporate retirement plan advisory services, was recognized as a leading retirement advisor for defined contribution (DC) plans.
The National Association of Plan Advisors (NAPA) has named Plexus Financial Services as a Top Defined Contribution Advisor Team for 2017. PFS is one of 275 firms with at least $100 million in defined contribution assets under advisement as of December 31, 2016 to be recognized.
A wholly owned subsidiary of The Plexus Groupe LLC, Plexus Financial Services offers a wide range of services for corporate retirement plans such as 401(k) and 403(b) plans, including fiduciary assistance, plan design, investment consulting, provider management, and participant education.
“We are honored to be one of the firms named by NAPA as a Top DC Advisor Team,” said Plexus Financial Services Executive Vice President and Practice Leader Allison Winge. “Our firm is devoted to helping retirement plan participants reach their goals and assisting retirement plan sponsors in their fiduciary duties. We wish to thank our clients for their trust and support, and we look forward to continuing to work with them in 2018 and beyond.”
An affiliate of the American Retirement Association, NAPA is an advocacy group for the retirement plan advisory industry. Plexus Financial Services is a member of NAPA.
Disclosure regarding NAPA’s Top DC Advisor Teams
The Top DC Advisors Team list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association (ARA), a non-profit association. No fee is charged to participate. All defined contribution asset figures were self-reported by advisor firms. 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, LLC
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 (finra.org) and the SIPC (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 http://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.
