At PlanFocus Financial Services, our experience in the retirement plan marketplace sets us apart.  We provide a comprehensive suite of services to benefit qualified retirement plans, including assistance with fiduciary compliance, investment due diligence, benchmarking, participant education and advice, plan design, cost control, and fee transparency.  A team of highly qualified and knowledgeable experts oversees each client relationship.  Our employees are specialists in their respective disciplines and our unique approach has allowed us to consistently help plan sponsors reduce and control cost, increase participation, minimize fiduciary liability and build retirement plans with investment flexibility.  As trusted co-fiduciary investment counsel, we define success as participants achieving retirement preparedness, while limiting the liability exposure to the plan sponsor.

Retirement plan advisory service is our core business - it is what we do and we can help.