Plexus Financial Services, LLC

04/30/2026

Plexus Financial Services has been recognized as a 2026 National Association Of Plan Advisors - NAPA Top DC Advisor Team in the multi-office category. This distinction is based on self-reported defined contribution assets under advisement, with qualifying firms operating in multiple office locations and managing more than $1 billion in defined contribution assets under advisement.

“NAPA’s recognition as a Top DC Advisor Firm isn’t about one moment. It reflects how we show up every day through discipline, client commitment, and a shared standard of excellence at Plexus Financial Services. We work hard to earn our clients’ trust and deliver outcomes that matter. I’m incredibly proud of what we’ve built and excited about what’s ahead.”
- Mike Sullivan, SVP, Plexus Financial Services Team Leader



Investment advice offered through IHT Wealth Management, a registered investment advisor. IHT Wealth Management and Plexus Financial Services are separate entities.

12/24/2025

Happy Holidays from the Plexus Financial Services team! Thank you for being part of our network and cheers to a bright and productive new year.

09/25/2024

Congratulations to Pam Appell and Nikki Walton who have been nominated for the 2024 National Association Of Plan Advisors - NAPA (NAPA) award!

Pam and Nikki go above and beyond, striving to provide exceptional service to their clients. This nomination is a testament to their dedication and commitment.

Please consider for both Pam and Nikki before September 30th!

https://www.napa-net.org/news/2024/9/vote-today-for-the-2024-napa-top-women-of-excellence?ite=19512&ito=1692



Determination of the final list of top women in the industry is made solely by the determination of a panel of expert judges based on applications submitted by the nominees.

08/14/2024

Managing your finances can seem like a daunting and difficult task, but it is a necessary evil that can have a significant and positive impact on your future, especially when taking retirement planning into account!

August 14th is , check out this informative article which provides valuable tips and tricks for budgeting, saving, and planning ahead for pitfalls.



Material being shared herein has been created by an unrelated third-party and is being shared for informational purposes only. This post should not be considered investment advice or a recommendation. Information was obtained from sources believed to be reliable but was not verified for accuracy.

Having a grasp on financial literacy is critical when planning for retirement. Learn how it can help you develop a strong and sound retirement strategy.

05/07/2024

Congratulations to our very own Keith Hamann on being selected as a 2024 Top Retirement Plan Adviser by PLANADVISER!

The PLANADVISER Industry Leader recognizes advisers and their role in helping employers provide plan participants with retirement plans and resources that lead to a stable and comfortable retirement.

Thank you, Keith, for your continued professionalism and dedication to our clients!

“Keith's is knowable, trustworthy and hard-working. His efforts haven't gone unnoticed. Congratulations on your well-deserved award.” Allison Winge, Practice Leader, Plexus Financial Services



The award winners are based on a mixture of qualitative and quantitative measures, including tenure in the business, retirement plan business as a percentage of practice revenue, willingness to serve in a fiduciary role to clients’ plans, essay answers and compliance records. Finalists are interviewed by judges before a winner is selected.

04/25/2024

We have exciting news! Plexus Financial Services, LLC has yet again been nominated as one of National Association Of Plan Advisors - NAPA Top DC Advisor Teams for 2024. This accolade pertains to teams having at least $100 million in defined contribution assets under advisement.

Plexus Financial Services works tirelessly to provide top-tier service and support to our clients and their employees when it comes to retirement planning and guidance. It is all thanks to our dedicated associates and their steadfast commitment to facilitating the achievement of our participants’ retirement goals that we were afforded such a special recognition.

"If everyone is moving forward together, then success takes care of itself." – Henry Ford

04/09/2024

81% of workers with 401(k)s at Fidelity received some type of employer matching contribution. What was the average 401(k) match in 2023? Hint: it’s not a small number. Read on to be surprised — in a good way!



The views and opinions expressed herein are those of the authors and do not necessarily reflect the views or positions of Plexus Financial Services, LLC. This material has been prepared for informational purposes only, and is not intended to provide personalized investment, tax, legal or accounting advice.

Hint: It's not a small number.

11/08/2023

On behalf of Plexus Financial Services, LLC, we are thrilled to announce that Pam Appell was once again named to the National Association Of Plan Advisors - NAPA 2023 Top Women Advisors list in the All-Stars category.

Pam was selected from a pool of over 500 female nominees who were scored based on their experience, accomplishments, contributions to the retirement industry, and the ways they give back to society.

Congratulations to Pam for earning this prestigious recognition due to her outstanding knowledge and expertise. Thank you for your contributions to the retirement industry and the difference you make in the retirement security of individuals across America!

NAPA named Pam Appell to List of Nation's Top Women Advisors!

07/28/2023

This past week, Allison Winge, Executive Vice President, and Pam Appell, Vice President, Client Relations, were thrilled to attend the 2023 National Association Of Plan Advisors - NAPA D.C. Fly-In Forum in Washington, D.C.

They met with U.S. Congressional Representatives to help advocate for policies that improve our nation's retirement system and enhance financial security for working Americans.

Bravo to Allison and Pam for representing Plexus Financial Services, LLC in D.C. and their continued efforts to advocate for the American workforce!

03/24/2023

We are happy to announce that Plexus Financial Services, LLC as been recognized as one of National Association Of Plan Advisors - NAPA Top DC Advisor Teams in the country!

Plexus Financial Services, LLC associates come together and strive to support our clients and their workforce in saving and investing for retirement.

We want to express our deep gratitude to our associates for their dedication in helping our clients with their retirement plan needs and being passionate about helping others reach their retirement goals.

“Unity is strength. When there is teamwork and collaboration, wonderful things can be achieved.” – Mattie Stepanek



https://www.napa-net.org/top-dc-advisor-teams-2022