Plexus Financial Services, LLC Email Format

Financial ServicesIllinois, United States2-10 Employees

Plexus Financial Services, LLC operates in the financial services sector, providing independent retirement plan advisory services to employers. The firm collaborates with plan sponsors to align corporate retirement strategies with fiduciary obligations while supporting participants’ retirement goals across defined contribution, defined benefit, and non-qualified plans. As a co-fiduciary, Plexus offers investment guidance, plan design, fiduciary assistance, provider management, and related consulting to organizations of varying sizes, with a focus on reducing fiduciary risk and developing open fund architectures and provider partnerships.
Based in Deer Park, Illinois, the company serves plan sponsors and their participants and has engaged in partnerships such as a collaboration with iGrad to offer a financial wellness platform to a large participant base. The organization operates within the financial services industry, emphasizing independent advice and comprehensive plan-level support for retirement planning needs.

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