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.

How It Works

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3(21) Fiduciary vs. 3(38) Fiduciary: What’s the Difference?

Being a business owner is typically conceived from one’s vision and hard work.  Once you realize the dream of starting a business, the collateral duties begin.  To attract employees in today’s competitive job market, one of the key components is having a 401(k) plan for employees.  How does that work?  How much does this cost?  […]