Plan Strategies

Plan Strategies Inc. is a low-cost, high-value SEC-registered investment advisory firm that works exclusively with 401(k) plans Since 1998, we have enabled growing businesses to meet their fiduciary obligations and assisted their employees with reaching retirement readiness. Plan Strategies, Inc. delivers retirement plans to companies of any size. We do this by putting the interest of our clients first, minimizing fees through the use of passively managed funds, and continually monitoring the fund lineup to ensure the employer is offering a quality 401(k) plan to its employees.