planvisionmn.com
PlanVision | A Better Plan
http://planvisionmn.com/plan-pricing-options
PlanVision In the News. Articles in the News. Our Investment Philosophy & Industry Reports. Determined by Total Number of Staff. Determined by Total Hours of Support. 17400 25th Ave N. Plymouth, MN 55447. Privacy Policy, Code of Ethics, & ADV Part 2A & 2B. Sharefile – Send Documents to PlanVision – Securely! Be a Smart Fiduciary and Protect the Interests of Your Employees!
planvisionmn.com
PlanVision | Our Investment Philosophy & Industry Reports
http://planvisionmn.com/industry-reports
PlanVision In the News. Articles in the News. Our Investment Philosophy & Industry Reports. Our investment philosophy is simple and, well, boring. Use primarily low-cost index funds and set up a well diversified portfolio using a good asset allocation model that fits your circumstances and helps you sleep ok at night. You don’t need to manage or “watch it” regularly. In fact, reviewing it 15 to 20 minutes a year is fine for most people. Really! Morningstar’s Active/Passive Barometer:. As it turns out, th...
planvisionmn.com
PlanVision | Frequently Asked Questions
http://planvisionmn.com/faq
PlanVision In the News. Articles in the News. Our Investment Philosophy & Industry Reports. How does PlanVision make money? Well, you pay us! Can you describe PlanVision’s retirement and/or financial planning process? What is the right amount to save? How much do you need to retire? How does PlanVision determine its fees for Plan Sponsors? Why is PlanVision so inexpensive? Does PlanVision provide a service commitment to employers? Yes This service agreement is agreed upon in advance, can be modified at a...
planvisionmn.com
PlanVision | Video Links
http://planvisionmn.com/video-links
PlanVision In the News. Articles in the News. Our Investment Philosophy & Industry Reports. Another wonderful and important presentation from Ken Dychtwald. From the 2015 American Society on Aging Conference. (You will have to click through to Vimeo to watch). A good, detailed presentation on revenue sharing and service bundling in retirement plans. A very well done, strong message on conflicts of interest and the ills of revenue sharing. Several informational and educational videos posted by Vanguard.
planvisionmn.com
PlanVision | Clients
http://planvisionmn.com/new/clients
PlanVision In the News. Articles in the News. Our Investment Philosophy & Industry Reports. Click here to view your company profile. A Checklist of Questions for Your Plan Advisor July 12, 2016 - 5:07 PM. How Do Your Employees (en)Roll? May 7, 2015 - 3:10 PM. Your Employees Act Like They Don’t Care! May 9, 2015 - 8:23 AM. DOL Considers New Fiduciary Standard? May 14, 2015 - 10:03 PM. A Checklist of Questions for Your Plan Advisor July 12, 2016 - 5:07 PM. Are 401k Fees Too Complex? 17400 25th Ave N.
planvisionmn.com
PlanVision | Brochures
http://planvisionmn.com/brochures
PlanVision In the News. Articles in the News. Our Investment Philosophy & Industry Reports. This is a sample of the printout report of the Retirement Analysis as presented by Finance Logix. We also provide an easy-to-read one page overview of your financial situation as well. An overview of the PlanVision approach to working with Plan Sponsors and a presentation of our services. One on One Service. Plan Participant and Education Service. Plan Sponsor Fiduciary Brochure. Plan Sponsor Conversion Brochure.
planvisionmn.com
PlanVision | Recommended Reading
http://planvisionmn.com/recommended-reading
PlanVision In the News. Articles in the News. Our Investment Philosophy & Industry Reports. Millionaire Teacher. 2011. Swenson, David E. Unconventional Success: A Fundamental Approach to Personal Investment, 2005. Bogle, John C. John Bogle on Investing, 2015. Ferri, Richard A. The Power of Passive Investing: More Wealth with Less Risk, 2010. Malkiel, Burton G. A Random Walk Down Wall Street: The Time-Tested Strategy for Successful Investing (Tenth Edition), 2012. Swedroe, Larry E. Bogle, John C. Sharefil...
planvisionmn.com
PlanVision | Video Explainers
http://planvisionmn.com/video-explainers
PlanVision In the News. Articles in the News. Our Investment Philosophy & Industry Reports. Time for a Different Approach. Spending Your Employee's Money Smarter. One-on-One Service for Plan Participants. Plan Participant Education and Support. A Checklist of Questions for Your Plan Advisor July 12, 2016 - 5:07 PM. How Do Your Employees (en)Roll? May 7, 2015 - 3:10 PM. Your Employees Act Like They Don’t Care! May 9, 2015 - 8:23 AM. DOL Considers New Fiduciary Standard? May 14, 2015 - 10:03 PM.
planvisionmn.com
PlanVision | Clients
http://planvisionmn.com/clients
PlanVision In the News. Articles in the News. Our Investment Philosophy & Industry Reports. Click here to view your company profile. A Checklist of Questions for Your Plan Advisor July 12, 2016 - 5:07 PM. How Do Your Employees (en)Roll? May 7, 2015 - 3:10 PM. Your Employees Act Like They Don’t Care! May 9, 2015 - 8:23 AM. DOL Considers New Fiduciary Standard? May 14, 2015 - 10:03 PM. A Checklist of Questions for Your Plan Advisor July 12, 2016 - 5:07 PM. Are 401k Fees Too Complex? 17400 25th Ave N.
