Plexus Financial Services gains recognition

Daily Herald Report
Updated 2/1/2018 11:11 AM
  • Plexus headquarters in Deer Park

    Plexus headquarters in Deer Park

Plexus Financial Services LLC, a firm specializing in corporate retirement plan advisory services, has been recognized as a leading retirement adviser for defined contribution plans.

The National Association of Plan Advisors 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 Dec. 31, 2016 to be recognized.

A wholly owned subsidiary of Deer Park-based 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 Allison Winge, Plexus Financial Services executive vice president and practice leader. "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.

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