Exceptional Retirement Plan Experience
Our mission at Plan Sponsor Consultants is to create an exceptional retirement plan experience for employers and their employees. We help plan sponsors deliver the highest quality program by providing services that save time, help manage exposure to fiduciary liability, and address both IRS and DOL requirements. Through our unique financial wellness benefit, we assist participants in improving their financial literacy and retirement outcomes.
What Makes Us Unique?
We like to break up our differentiation into 4 key areas. Our Team, Our Awards, Our RFP and Tools, and Our Financial Wellness Focus.
- Bring your plan into line with the highest fiduciary standards.
- Create and adapt key plan documents.
- Assist you in setting up an Investment Committee.
- Give your employees the tools, education and investment options that provide them with a better chance of meeting their goals.
Learn about the 4 key areas of differentiation that makes Plan Sponsor Consultants unique among retirement plan consulting practices.
As your partner, we are always available to meet your needs.
Call Today (844) 401-5772
A Team of Professionals
for All Your Retirement Plan Advisor Needs
Plan Sponsor Consultants takes great pride in its team. We have offices in Atlanta, GA (Headquarters), DC/Maryland/Virginia, Mobile, AL, Birmingham, AL, and Marquette, MI.
Michael M. Kane, CLU®, ChFC®, AIFA®, CPFA
Lee Applebaum, CFP®, AIFA®, CPFA
Carl Dekle, CPA(retired)®, AIF®
Addie Kane George, AIF®, CPFA
Financial Wellness brings your employees a new aspect of health: financial wellness—a truly meaningful element for your employee benefits package.
Employees have other financial concerns, too, like saving for college, getting out of debt and buying a house. These worries may add to the cost of running your business, due to lower productivity, absenteeism and higher healthcare costs. According to one study, these costs can boost your expense line by up to 24%.
Always Available Contact Us Today!
Plan Sponsor Consultants is a service and we understand that customer service is the key to success. Use any of the methods below to contact us today!
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