Press Release: Financial Times Top 401 Retirement Plan Advisors 2015


Jonathan R. Broadbent                      

Plan Partners LLC



Cleveland, Ohio: Financial Times today recognized Plan Partners LLC among 2015 Top 401 Retirement Plan Advisors for their leading edge competency, vision, and dedication to workplace retirement plans.  See their methodology here.

Headquartered in Beachwood, Ohio, Plan Partners is one of very few financial services firms dedicated exclusively to workplace retirement plans.  With no product affiliation, Plan Partners not only reinvented the relationship between employer and advisor, but did so by word of mouth, with no product sales or hidden revenue.

See the complete rankings here.

Evolving out of a larger corporate structure in October of 2013, Plan Partners has the in-depth industry experience of a large established firm but without the inherent conflicts of interest that plague most firms.   This conflict free business model has led to rapid company growth.  Some additional factors that have led to the rapid growth of Plan Partners’ unique approach include:

  • White House and Department of Labor consideration of new fiduciary rules;
  • Growing complexity around the administration of Corporate Retirement Plans;
  • Increased appetite for conflict-free, customized retirement plans;
  • Offering the clearest Fee Disclosure documents;
  • Early adoption of sophisticated new technologies that increase service;
  • Not accepting hidden revenue, at a time when employers have to answer for it; and,
  • Newer, complex types of retirement plan design features coming to smaller employers.

About Plan Partners: Plan Partners is one of the first and only national Plan Advisory Services dedicated exclusively to workplace retirement plans and those responsible for them. 

As the originators of, Plan Partners’ crystal clear, flat-fee, fee-based, or hourly service model allows employers to right-size the objective work they crave and trust the advice they’re given.  Plan Partners helps improve workplace retirement plans by not selling anything and instead focusing on plan governance, retirement readiness, and supporting other Advisor Partners.  Visit for more information.





The information and calculators provided via this Web site are general information, meant to introduce you to our areas of expertise.  Articles, calculators
and other sources of information are not intended to replace the professional advice of a trained financial professional.

Investment advice is offered by Plan Partners, LLC, a Registered Investment Adviser.  Plan Partners, LLC is an Ohio Registered Investment Adviser and accepts clients outside of Ohio based upon applicable state registration regulations and the “de minimus” exception.
We offer you a wide range of services that are designed to help you, such as: a 401k plan, fiduciary and plan administration, a model portfolio and executive compensation in Cleveland, Ohio.

Securities offered through IFS Securities, Member FINRA/MSRB/SIPC, 3414 Peachtree Road NE, Suite 1020, Atlanta, GA 30326, Phone: 404-382-5223. Plan Partners LLC and IFS Securities, Inc. are not affiliated companies. Plan Partners and IFS Securities do not provide tax advice. Any discussion of taxes herein is for informational purposes. You should consult with an attorney or accountant concerning tax and/or legal advice. Investing involves risks, including possible loss of principal. Please consider the investment objectives, risks, charges and expenses of any security carefully before investing.

This communication is strictly intended for individuals residing in the state(s) of: Ohio and Florida. No offers may be made or accepted from any resident outside the specific states referenced.

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