Institutional Services

Designed to empower you and your team to pursue your passion and face the future with confidence, we create custom benefit and protection options to meet your unique business needs. 

  • Fiduciary and Retirement Plan Solutions
  • Comprehensive Risk Management
  • 401(k) Participant Enrollment

Fiduciary and Retirement Plan Solutions

As institutional plans - 401(k), pension, endowments, and foundations – and the regulations that govern them become more complicated, meeting your fiduciary responsibilities is becoming more challenging. Plan Financial can help you understand and fulfill your duties while helping your team members accomplish their objectives. Whether evaluating your existing plan or starting a new one, discover the Plan Financial difference.

Learn More

Comprehensive Risk Management

You've worked hard for what you have; we'll work just as hard to help you protect it. At Plan Financial, your team of professionals will help you select the proper coverage to make sure your business is protected, allowing you to focus on what matters most: your business.

Learn More

401(k) Participant Enrollment

If you are joining a 401(k) plan as a new enrollee, click Get Started below to get enrolled today. If you have any questions regarding this process, please reach out to Plan Financial at 559-433-1110.

Get Started

Have a Question?

Thank you!