Take your first step. Confidently.

At Plus Retirement Services we listen to our clients to learn what they value the most, to identify key goals for their retirement plan, and to deliver services taylored to meet those needs.  We understand each company is different, and our flexible program delivers the services that are important to you.  Our approach is based on these core values:

  • A knowledgeable, holistic approach to a retirement plan program.
  • A commitment to service standards.
  • A dependable customer advocate.
  • Flexibility to meet specific needs.

Employers often struggle to find an affordable, yet service rich, retirement plan that satisfies all employees, while meeting regulatory obligations.

At Plus Retirement Services, we offer a comprehensive retirement plan program, with customizable services tailored to the needs of your company and employees.

  • Plan Design and Consulting
  • Recordkeeping and Administration
  • Compliance Oversight
  • Fiduciary Support
  • Participant Communications
  • Education and Guidance

We offer a number of tools and services to make managing plans as easy as possible for sponsors and their team.  Here are some examples of resources that we offer:

  • Plan Sponsor Website
  • GoFile Secure Payroll
  • Plan Sponsor Reports
  • Retirement Plan Review Reports
  • Plan and Participant Demographic Reports
  • Retirement Readiness Management Report
  • Eligibility Tracking and Reporting Service
  • Online Loan Administration
  • Compliance and Fiduciary Support
  • Online Distribution Service

It is more important than ever for today’s employees to be engaged in taking charge of their retirement.  We give them the technology, tools, and service they need to achieve their goals.  We offer the following tools:

  • Online Account Access
  • GoRetire Mobile App
  • Participant Service Center
  • Participant Statement
  • Voice Response System

Retirement Planning Tools and Guidance to Help Employees Reach Their Goals

Here are just a few tools that we offer:

  • SmartPlan.  SmartPlan is an interactive video platform that is customized for each plan and fully intgrated with the participant website.  It engages employees with short, step-by-step videos that guide them through a risk profile, enrollment and investment election process.
  • My Retirement Goal.  Is a proprietary participant savings module.  Fully integrated into the participant web and mobile app, it delivers a straight-forward picture of their retirement savings outlook.
  • StoryLine.  Is a personalized investment service for participants.  In minutes, StoryLine’s mobile-friendly technology provides a personalized investment allocation using just nine simple questions with ongoing and interactive planning tools.
  • Planning Tools and Calculators.  A substantial menu of traditional online calculators support participants as they move through their savings life cycle.

Interested in learning? Give us a call at 1-866-525-PLUS (7587).

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