You're an Entrepreneur,
Not an Expert in Fiduciary Risk.

That's why so many people like you trust Plan Strategies, Inc.
to guide them through the fiduciary challenges of sponsoring
a retirement plan -mitigating risk, selecting investments,
and investment due diligence.

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Low Cost Fund Lineup

From a universe of more than 25,000 mutual funds and ETFs, we will construct an investment menu of funds from numerous fund families, ensuring coverage of all of the major asset classes.

Investment Policy Statement

We will work with you to develop an Investment Policy Statement (IPS) for your plan that defines the goals and objectives of the investment lineup.

Fund Monitoring Reports

Our detailed reports will benchmark your funds against their respective peer group and provide a fiduciary score that will identify any funds that are underperforming.

401(k) Advisor Services

Plan Strategies, Inc. is an SEC-registered investment advisory firm that specializes in advisory services for plan sponsors. We select, monitor, and manage the investment options in your 401(k) plan.

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How It Works

  • 1: We Get to Know Each Other

    Our goal is to understand your business and the needs of your employees.

  • 2: We Create Your Investment Policy Statement

    This plan defines the goals and objectives of the investment lineup to make sure we’re on the same page.

  • 3: We Select, Monitor, and Manage

    We handle some or most of the 401(k) fiduciary functions so you can reduce your fiduciary liability.

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Why is Diversification Across Asset Classes So Important?

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We’ve all heard the ancient wisdom warning against putting all of your eggs in a single basket – and the same is true when it comes to investing. In order to protect your 401(k) savings and give your funds a chance to grow, diversification is essential. It’s unwise to throw all of your 401(k) savings […]

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