Plexus Finance Review

Plexus Finance


Telephone: 847-307-6222

Address: 21805 W. Field Parkway Suite 300 Deer Park, IL 60010

About company:

We help retirement plan sponsors and plan participants achieve their goals.

Plexus Financial Services, LLC is an SEC-Registered Investment Advisory and a wholly owned subsidiary of The Plexus Groupe LLC, a privately held national insurance brokerage and risk management consulting firm.

Plexus Financial Services emerged out of The Plexus Groupe’s guiding principle to create and deliver the best possible value to clients. We provide independent and objective advice on corporate retirement plan strategies, and we collaborate with employers to meet strategic objectives while helping plan participants pursue individual goals through defined-contribution, defined-benefit, and non-qualified plans.

With the ability to participate as a 3(21) investment co-fiduciary with our clients, Plexus Financial Services helps construct the most suitable plan design for our clients and their sponsored plans. We provide guidance in selecting and maintaining prudent provider platforms for retirement plans, objectively consult on financial reviews of plan performance, and provide interactive employee education encouraging individual retirement planning participation.

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