Plan Design Support

There are thousands of ways to design and build a Corporate Sponsored Retirement Plan, so why is it that those sold by banks, insurance companies, and other conflicted providers all look virtually identical?  At Plan Partners we firmly believe that plan design is the fundamental first step... well, second step, after starting a business. 

Wherever your plans is, we help make your providers more accountable and push the envelope of design features... all solely for your best interest.  We never get paid more for recommending one fund or provider over another.  That happens a lot, and it detracts from your goal of good investments with great service.

For more information, call one of our "plangineers" contact us today.  (Yes, "plangineer" is a silly term that we made up in order to catch your attention.  But why aren't plans more highly enginnered?)





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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