Planit Financial LLC provides consulting services to pension and employee benefit plans, including identifying investment objectives, providing guidance on asset classes, recommending investment managers, monitoring performance, and recommending other service providers. Planit generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, ETFs, treasury inflation protected bonds, commodities, non-U.S. securities, venture capital funds and private placements.
Assets Under Management$25M
Clients17
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$25M
Fee Structure
Investment management only (planning not offered)
- Request For Proposal (RFP) Service - Planit will assist in evaluating your plan, identify areas to improve, create a Request For Proposal, assist in obtaining proposals, review plan criteria with decision makers, and provide guidance in the selection process. Maximum fee of $400 per hour with an anticipated 25 hours minimum commitment.
- Employee Engagement Program - Initial creation, ongoing implementation and ongoing monitoring of employee engagement program. Planit may charge up to $25 per quarter per participant.
- Fiduciary Plan Assessment for CEFEX Certification - Planit will conduct a CEFEX assessment based on the following fees:
- 0-119 participants (and not in audit status): $10,000
- 81-200 participants (and in audit status): $15,000
- 201-500 participants (and in audit status): $20,000
- 500+ participants (and in audit status): $35,000
- Fiduciary Essentials for Defined Contribution Plan Fiduciary Training Workshop - 4-hour workshop with a maximum fee of $1,200 for the first 5 attendees. Additional attendees are $100 each.
One-Time Plan:$10,000 - $35,000
Hourly Rate:Up to $400/hr
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