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For Businesses & Their Employees

Enhance the Financial Potential of Your Company

Built upon a fiduciary standard of care, PlanEXCEL is our proprietary service experience offered to the sponsors of workplace retirement plans. A successful retirement plan blends all of the features of retirement savings and portfolio management for participants into a world of regulation, oversight and administrative burden for employers.  

PlanEXCEL is designed to minimize burdens for the employer, maximize retirement readiness for participants and ensure regulatory compliance for the plan's fiduciaries.

Are You…

A fiduciary?

You need a consistently applied and documented process for plan oversight in a manner consistent with a fiduciary standard of care. We’ll also work with you to abide by the guidance provided by the many regulatory and compliance agencies.

A Plan Sponsor?

Quality results, employee engagement, ease of administration and cost-effectiveness are the goals of our plan design, provider selection and annual evaluation processes.

A Plan Participant?

You’ll experience a two-part communication and education program designed to engage plan participants and promote retirement readiness through your plan’s features and benefits.

Education Is the Key to Our Success

When it comes to employee education, we proudly offer opportunities such as webinars and seminars to allow for continued learning. Our team believes in implementing strategies for long-term success through understanding and insight.

Contact Us to Learn More