Designations & Affiliations
What We Believe
Problems We Solve
Fiduciary Essentials Training Class
3(21) or 3(38) Investment Fiduciary Services
At Planit Financial, we believe the following makes a plan successful.
Minimize Risk to Sponsor
--Having the skill, expertise and an experienced plan to ensure the 401k plan is not in the top 10 list of things to worry about.
-- Learn your company goals and needs.
- Careful design and skillful education helps motivate employees to build wealth and receive true value in your employee benefit.
- Plan costs are under the microscope and there is significant pressure to monitor fees for value.
- Employers must build and monitor an effective investment menu allowing employees to build their nest egg.
Ease of use
- Planit works with HR and your vendors to customize efficient procedures.
Optimal Plan Design
- Each aspect of plan design is reviewed as a whole to ensure your plan is best aligned with the goals of your company and employees.