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. 
  • Culture--  Learn your company goals and needs.  
  • Participant Outcomes- Careful design and skillful education helps motivate employees to build wealth and receive true value in your employee benefit.  
  • Reasonable costs - Plan costs are under the microscope and there is significant pressure to monitor fees for value. 
  • Competitive Investments - 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.