Planit 401(k) Information

Planit Financial is a partner, advocate and fiduciary with our plan sponsors and their participants. We have a singular and total focus on corporate retirement plans. At Planit Financial, we plan success for your qualified plan. ORGANIZATIONS RELY ON PLANIT TO HELP SOLVE THESE CHALLENGES AND PROBLEMS. * We want to put out an RFP for our plan and feel a bit unguided. * We want to believe your current fees are fair, but in reality we are not crystal clear on what our plan fees are. * We "think" our fees are fair, but actually wonder if we have a good grasp on them? * We have had enough Fiduciary "conversations" and simply want someone to deliver Fiduciary results. * We are looking for a plan advisor who doesn't just give "advice" for us to follow, but one who actually joins our plan, sharing responsibility for guiding results with us. * We are challenged with our participation rate and/or our employees don't seem to appreciate this benefit as much as we would like. * We wonder about our investment performance and compliance with investment monitoring. * We want to burn fewer internal resources and build a more successful plan? If you could fast forward your Plan 1 year, what would your "best case" or "hoped for results" look like? "A goal without a plan is just a wish" -- Antoine de Saint-Exupery