Plexus Keys on Corporate Retirement Plans

Daily Herald (Arlington Heights, IL), August 5, 2013 | Go to article overview

Plexus Keys on Corporate Retirement Plans


An interview with Michael K. Smith, president of Plexus Financial Services.

Q: Tell us about the company in three sentences.

A: At Plexus Financial Services, our differentiation is the firm's focus: Corporate retirement plan advisory service is all we do. Independent and objective, we are free of any proprietary constraints or conflicts of interest. We advocate for our plan participants while delivering best-in-class solutions for successful retirement planning outcomes.

Q: How did the company start?

A: Throughout our 20+ year history, Plexus has earned a reputation as being innovative, results-driven and dedicated to delivering independent insurance and financial advice coupled with superior service. The Plexus Management Team, now with our many associates, is united by the strengths that differentiate us within our industry. We pride ourselves on product knowledge, reliable service, and the trust we develop with our clients.

As a Registered Investment Advisor, we provide independent and objective advice on corporate retirement plan strategies. We collaborate with employers to ensure that those strategic objectives are met, while helping participants pursue their individual goals through their defined contribution, defined benefit and non-qualified plans.

Q: You have been around for more than 20 years, what is a secret to your success?

A: Today, Plexus Financial Services continues to grow within those same traditions that began back in 1990. Being a co-fiduciary with our clients is vitally important, and we facilitate the process of constructing the most suitable plan design for their organization.

We provide guidance in selecting and maintaining the most appropriate provider platforms for their plan, objectively consult on financial reviews of the plan's performance, and provide interactive employee education that encourages individual retirement planning participation and successful retirement plan outcomes.

Q: What are folks in your industry talking about?

A: The never ending challenges that threaten successful retirement planning outcomes. Legislation within domestic and international political landscapes, volatile market and broader economic climates, organizational and human behavior patterns are merely a few samples of the topics discussed every day in the midst of the pursuit of retirement planning success.

Q: Who is your typical customer?

A: The middle market plan sponsor who focuses on the imperatives associated with adherence to fiduciary responsibility. Employers who recognize that their retirement plan strategy can be the crown jewel in a broader total rewards offering, differentiating themselves as an employer of choice when attracting and retaining top talent.

Q: What areas do you serve?

A: The core of our client base resides within a 300 mile radius of each of our two major offices, Deer Park, (headquarters) and Dallas, Texas. …

The rest of this article is only available to active members of Questia

Already a member? Log in now.

Notes for this article

Add a new note
If you are trying to select text to create highlights or citations, remember that you must now click or tap on the first word, and then click or tap on the last word.
One moment ...
Default project is now your active project.
Project items

Items saved from this article

This article has been saved
Highlights (0)
Some of your highlights are legacy items.

Highlights saved before July 30, 2012 will not be displayed on their respective source pages.

You can easily re-create the highlights by opening the book page or article, selecting the text, and clicking “Highlight.”

Citations (0)
Some of your citations are legacy items.

Any citation created before July 30, 2012 will labeled as a “Cited page.” New citations will be saved as cited passages, pages or articles.

We also added the ability to view new citations from your projects or the book or article where you created them.

Notes (0)
Bookmarks (0)

You have no saved items from this article

Project items include:
  • Saved book/article
  • Highlights
  • Quotes/citations
  • Notes
  • Bookmarks
Notes
Cite this article

Cited article

Style
Citations are available only to our active members.
Buy instant access to cite pages or passages in MLA, APA and Chicago citation styles.

(Einhorn, 1992, p. 25)

(Einhorn 25)

1. Lois J. Einhorn, Abraham Lincoln, the Orator: Penetrating the Lincoln Legend (Westport, CT: Greenwood Press, 1992), 25, http://www.questia.com/read/27419298.

Cited article

Plexus Keys on Corporate Retirement Plans
Settings

Settings

Typeface
Text size Smaller Larger Reset View mode
Search within

Search within this article

Look up

Look up a word

  • Dictionary
  • Thesaurus
Please submit a word or phrase above.
Print this page

Print this page

Why can't I print more than one page at a time?

Help
Full screen

matching results for page

    Questia reader help

    How to highlight and cite specific passages

    1. Click or tap the first word you want to select.
    2. Click or tap the last word you want to select, and you’ll see everything in between get selected.
    3. You’ll then get a menu of options like creating a highlight or a citation from that passage of text.

    OK, got it!

    Cited passage

    Style
    Citations are available only to our active members.
    Buy instant access to cite pages or passages in MLA, APA and Chicago citation styles.

    "Portraying himself as an honest, ordinary person helped Lincoln identify with his audiences." (Einhorn, 1992, p. 25).

    "Portraying himself as an honest, ordinary person helped Lincoln identify with his audiences." (Einhorn 25)

    "Portraying himself as an honest, ordinary person helped Lincoln identify with his audiences."1

    1. Lois J. Einhorn, Abraham Lincoln, the Orator: Penetrating the Lincoln Legend (Westport, CT: Greenwood Press, 1992), 25, http://www.questia.com/read/27419298.

    Cited passage

    Thanks for trying Questia!

    Please continue trying out our research tools, but please note, full functionality is available only to our active members.

    Your work will be lost once you leave this Web page.

    Buy instant access to save your work.

    Already a member? Log in now.

    Author Advanced search

    Oops!

    An unknown error has occurred. Please click the button below to reload the page. If the problem persists, please try again in a little while.