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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
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Article May 11, 2017 5 min read

Wealth Management news and events

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Plante Moran Financial Advisors CIO media highlights
Jim Baird Wealth Management
Article October 30, 2017 1 min read
Barron's "Top 100 Independent Advisors for 2017"
Article September 26, 2017 1 min read
Plante Moran Wealth Management Celebrates 40 Years
Cara Mossington Wealth Management
Article September 25, 2017 2 min read

How technology can transform your business

How technology can transform your business
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Digital transformation in the middle market
Headlines on digital disruption tend to favor B2C startups and tech giants, but what’s the opportunity for mature, midmarket businesses? Good news: Practical strategies and digital opportunities abound.
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Article November 06, 2017 2 min read
The fright factor of blockchain
Raj Patel
October 20, 2017 3 min read
Keep IT right-sized through growth and change
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Implementing an ERP system? Strengthen controls to prevent fraud
Scott Eiler
Article September 01, 2017 6 min read

Productivity & performance

People and process The power behind your business
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Combat disruption with a flexible operations model
Disruption is pressuring organizations to make often significant changes to stay competitive and profitable. Here are six ways to drive more flexible operations and, consequently, success.
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October 17, 2017 7 min read
Top five skills for next generation leaders
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Process and technology: Like diet and exercise
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Article June 14, 2017 2 min read

Navigating changing regulations

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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.
    Mark Dixon Wealth Management
    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.