Plotkin Retirement Advisors’ provides advice to defined contribution retirement plans specifically tailored to meet the unique needs of your company or non-profit. Further, our network of payroll providers and plan administrators provide seamless integration between your payroll and retirement plan freeing your Human Resources Department to work on more strategic objectives.

How the Plotkin payroll approach is better… and conveniently good.
Our technology-driven services and customer care policies are meant to help small to mid-sized businesses negotiate the payroll process, ever-changing laws and regulations, compliance testing and more. Plotkin strives to help retirement plans properly integrate with payroll; payroll providers whose data is easy to understand, accessible, and simpler for employees and employers to understand. When you have a question, a need for training or support, an account manager dedicated to your company is always available. Plotkin Retirement Advisors also looks after your employees’ future retirement income needs. Unlike the limited and prepackaged 401(k) offerings from the big names in payroll, we work with plan participants to help them plan for and work toward their retirement goals

Payroll Features*:

  • Payroll and HR
  • Reporting and Analytics
  • Applicant Tracking System
  • Time and Attendance
  • Performance Management
  • Self Service
  • On-boarding
  • Employee Collaboration
  • Customization
  • ACA Compliance Toolkit
  • Configurability & Scalability
  • Mobile App


The Strength of Plotkin
Retirement Advisors

Our hands-on support for plan participants means peace of mind for you and your employees.

  • Our 401(k) plan meets all Department of Labor (DOL) requirements, from design to monitoring
  • Significantly lower fees
  • Better investment options including the ability to re-balance portfolios at any time
  • Gamification tools to ensure high participation rates and support successful retirement savings outcomes
  • Technology via web and mobile to improve and enhance users’ interaction and experience

*Payroll services are not provided by Plotkin Retirement Advisors. Services are provided by one of the payroll vendors suggested by Plotkin Retirement Advisors. Plotkin Retirement Advisors and the payroll vendors are not affiliated.


Plotkin Financial Advisors, LLC, is an SEC-registered independent investment advisory and financial planning firm. Founded in 2003 by Shimshon Plotkin with the vision of providing planning and financial asset management services to clients in the Washington, DC metropolitan area, Plotkin Financial Advisors today oversees well over $150 million in client assets.

We are guided by our core values of honesty, integrity, independence, innovation, objectivity and fiduciary responsibility to our clients. As an independent firm we are free to craft financial plans and make recommendations that best fit the unique needs of each individual client.

Our expert team is comprised of:

  • Two Certified Financial Planners (CFP®)
  • A Chartered Financial Analyst (CFA)
  • A Certified Divorce Financial Analyst (CDFA); and
  • Three Accredited Investment Fiduciary (AIF®) Professionals, among our external network of advisors.

Ease of Conversion

No Cost, No Obligation Review

Let us evaluate your current plan. Simply send us your 408(b)(2) Disclosure Notice/Summary Annual Report and Schedule of Assets

We are often asked. “When is the best time to switch to a new payroll or retirement program?” The answer is simple: Right now. Chances are you’re tired of the hassles, fees, and lackluster attention provided by your current payroll and/or benefits partner – so switch now and lets make tomorrow better than today. Best of all, converting is far easier than you’d expect… your dedicated relationship manager will guide you through the simple and straightforward process.

Let’s Start!
Contact Michael Edberg, CFA


No Cost, No Obligation Review

Let us evaluate your current plan. Request an evaluation by sending us your 408(b)(2) Disclosure Notices/Summary Annual Report and Schedule of Assets.

Reviews typically take 5 business days.