Plan Strategies, Inc. is an investment advisory firm registered with the US Securities and Exchange Commission (SEC) dedicated solely to meeting the needs of corporate pension and 401k plan sponsors.
Founded by Dan McQuillen in 1998, the firm delivers tailored solutions for the precise needs of its clients. State of the art technology tools, combined with solid analytics and process discipline have produced successful client services strategies that stand the test of time. Implemented and managed by experienced professionals, these value-added strategies have well served pension and 401k plans through changing marketplace conditions.
The firm currently manages and/or advises on over $125 million in client plan assets.