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Defined Contribution Plans

We partner with organizations to develop defined contribution programs that help participants to attain success in retirement and guide plan sponsors in fulfilling their fiduciary responsibilities.

Plante Moran Financial Advisors’ Institutional Investment Consulting team provides plan sponsors with experienced, independent, and objective consulting necessary to effectively fulfill fiduciary duties and engage and enrich plan participants. Our defined contribution plan expertise includes: 401k, 403(b), 457 and 401(a) plans.

To optimize your defined contribution retirement plan, we’ll act as your point person, guiding you through all phases of the plan management process. Our holistic approach to client service includes: benchmarking of your current retirement plan; evaluation and selection of third-party administration services and fees; creation and implementation of a unique investment menu to offer participants education, enrollment, reporting, and more.

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Investing your organization’s assets

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3 min read
Five steps to a financial wellness plan
We outline five steps to help plan sponsors develop financial wellness programs that will have a positive impact on their employees.
Article August 15, 2017 3 min read
A strategic view to maximize returns
Mark Dixon Wealth Management
Article May 25, 2017 1 min read
Beltway uncertainty and what it means for the economy and investors
Jim Baird Wealth Management
Article May 25, 2017 1 min read
May 2017 market perspectives
Jim Baird Wealth Management
Article May 11, 2017 5 min read

Wealth Management news and events

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2 min read
Wealth Management leaders, Mandy Chardoul and Cheri Stein, are elected partners of Plante Moran
On behalf of Plante Moran Wealth Management, we are pleased to recognize Mandy Chardoul and Cheri Stein as our newly elected partners at Plante Moran.
Mandy Chardoul Wealth Management
June 27, 2017 2 min read

How technology can transform your business

How technology can transform your business
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Keep IT right-sized through growth and change
In a business environment where change and volatility are inevitable, organizations must know how to keep their technology environments right-sized. Here’s how to improve elasticity and adaptability in your IT investments.
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Article September 20, 2017 4 min read
Implementing an ERP system? Strengthen controls to prevent fraud
Scott Eiler
Article September 01, 2017 6 min read
ERP dirty dozen: 12 signs your business needs to replace its ERP system
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Cybersecurity: Taking aim at a fast-moving target
Joseph Oleksak
Article May 23, 2017 3 min read

Productivity & performance

People and process The power behind your business
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Top five skills for next generation leaders

Next generation leaders need to focus on key skills to connect with coworkers and their organization. Are you utilizing the best approach to ensure sustainable success as a next generation leader?

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Navigating changing regulations

How changing regulations affect your business image
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Why auto suppliers need war game thinking on NAFTA
Auto suppliers are wondering what to do amid the possibility of a renegotiation of NAFTA. While a reboot of the agreement could take months or years, Daron Gifford urges auto executives to analyze business scenarios today.
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Article April 25, 2017 2 min read

Defined Contribution Plans Thought Leadership

  • A strategic view to maximize returns
    Investment committee members must understand each and every underlying investment, not only on a stand-alone basis, but also the role each investment plays within the context of the total portfolio in shaping overall investment strategy.
    Mark Dixon Wealth Management
    Article May 25, 2017 1 min read
    Woman looking out window
  • Endowments should rethink the 5 percent rule
    For decades, most endowments and foundations have lived by the five percent payout rule, safe in knowing that such prudent spending safeguarded their financial health.
    Article May 05, 2017 3 min read
  • Plan sponsors should beware the managed account default option
    The world of 401(k) and 403(b) retirement plan sponsors has been somewhat nightmarish in recent years, marked by countless lawsuits over fees paid by participants for investment services. Now, those hoping to avoid being the next company in the headlines for the wrong reason are having to undertake a comprehensive audit of every fee charged to participants.
    Mark Dixon Wealth Management Susan Shoemaker
    Article March 01, 2017 4 min read
    Curve ahead sign
  • Fiduciary best practices: A few ways plan sponsors can reduce litigation exposure
    Recent lawsuits have highlighted the need for plan sponsors to understand appropriate fiduciary processes and best practices. Three areas that have been attacked in these lawsuits include: excessive fees, the use of money market vs. stable value options, and target date funds.
    Mark Dixon Wealth Management Casey Veach Wealth Management
    Article December 12, 2016 4 min read
    Two women collaborating

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Our Institutional Investment Team

The greatest value we provide to clients is our team of professionals. We enter into each relationship with the intention of serving as a trusted advisor to our clients’ executives, boards, committee members, and owners and know earning that level of trust requires a very personal, customized, and consistent service approach.

With a work environment that attracts and retains top talent, our approach provides a measure of continuity within service teams and helps ensure that clients are served by professionals who know them and their unique situation. Please reach out today to begin a conversation about your organization’s goals.