• About Us

    PlanSoCo is reimagining Employer, Employee, and Advisor Communications deploying cutting-edge-technologies to provide meaningful interactive education and engagement with Employees where it is convenient for them; no formal meetings or workday interruptions.

Our Story

Our team comprises 100+ years experience working directly with both ERISA and Non-ERISA Plan Sponsors, Advisors and Participants. We understand current market dynamics, complexities, design, segmentations, distribution, providers, products, pricing, consultant mindsets, recordkeeping, administration and the shifting regulatory landscape. Collectively, these variables validate our “Why” and the PlanSoCo mission to “Change the Retirement Conversation”.

The Team

Diana Emery

214.778.3885 Ext. 101

Clare Daily (Ronaghan)
Managing Partner
214.778.3831 Ext. 102

Dr. Ricardo Coronado
National Director
Higher Education
214.778.3961 Ext. 104

Art Perez
Business Solutions Consultant
Western Division
214.238.8053 Ext. 106

Contact Us

Plan Solutions Collective, LLC

Regional Support Team Office Locations:


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