Employee Retirement Plan Advisors

Headquartered in Boston Massachusetts, P.L.A.N. is a Registered Investment Advisor with the mission of assisting clients to manage and protect their personal assets, including their employee retirement plan, from working life through retirement.

Industry Leaders

Recognizing the opportunity presented in the passing of the Pension Protection Act (PPA) in August 2006, P.L.A.N. became one of the first Certified Fiduciary Adviser Firms in the country. The PPA recognized that participants want and need unbiased advice and allowed investment advice to be provided under a level fee model.

Our Advisers have been certified to meet PPA standards while providing independent, unconflicted investment advice and retirement solutions to retirement plan participants.

Local Touch, National Reach

Our Network of Advisers and consultants allows us to work with companies with one or multiple sites throughout the country. Whether in on-site group meetings, one-on-one webinars, or over the phone, it is our plan to reach out to all of your employees in a manner that makes the most sense for your organization. You can be assured that a consistent, high quality level of service will be delivered to help your employees better plan for retirement.

Giving Back

Just like you, the employer, believe in giving to your employees through such things as 401(k) benefits, P.L.A.N. too is a believer in giving back. We whole-heartedly buy into the concept of what goes around comes around. We believe it is possible to make money and do socially responsible acts of good.

In order to continue the cycle of abundance, we donate 2% of our net profits to charities. After all, the world cannot become a better place without our conscious acts.