Design. Educate. Service. Archive.
​Welcome to our website, where you'll find a wealth of information on how to be your best Financial Steward.
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We hope your visit will help you distinguish the key differences between retail and institutional finance.  When it comes to the administration of group retirement plans, don't trust just anyone.  Work with the best.  Work with a Partner!
Call today to schedule your complimentary Preliminary Plan Health-Check!
440-345-8003  or   info@planpartners.net
Our Services
Plan Advisory
401K, 403B, etc.
Plan Consulting
Benchmarking, ERISA vs. non-ERISA, fee and contract negotiating for covered service providers, board development
Payroll deduction IRA program
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PLAN PARTNERS RETIREMENT PLAN GOVERNANCE
Supervisory Office: 13785 Rockhaven Road, Newbury, Ohio 44065
Phone: 440-345-8003   Fax 216-417-0168
E-mail address:info@planpartners.net
Investment advice is offered by Plan Partners, LLC, a Registered Investment Advisor.  Plan Partners, LLC does business in North Carolina and Ohio and may do business in other states based upon applicable state regulations and the “de minimus” exception. Plan Partners employees also provide ERISA and non-ERISA Consulting Services.