At Plan Strategies, Inc., we take fiduciary duty seriously – and that includes the duty to keep retirement plan costs reasonable for your employees. After all, having a 401(k) plan is about saving money for retirement, and fees shouldn’t get in the way of that.
PSI doesn’t have any proprietary products and our Investment Advisor Representatives aren’t affiliated with any investment sponsors or fund families. Because we aren’t incentivized to pick one fund over another, we can construct a high-quality investment lineup using mutual funds and ETFs from any fund family with minimal impact on your 401(k) fees.
In addition to fully disclosing our low 401(k)advisory fees up front, we also prepare quarterly fund monitoring reports that give you full visibility into fund expenses. PSI always keeps 401(k) expenses reasonable to fulfill our fiduciary duty.
Investment Advisory Services offered through Plan Strategies, Inc., a Registered Investment Adviser. Recordkeeping and Third-Party Administration services may be offered through LT Trust. LT Trust and Plan Strategies are affiliated and under common ownership.