America is in a retirement crisis and the only way to fix it involves thinking about the problem differently. We need to stop telling employees to save more, and start showing them how to save more, which is why we created our unique 4 step Retirement HERO program. Learn more
The PSA Partnership Program's mission is to help our clients grow and better manage their businesses. We come together regularly to exchange ideas with experts in leadership, motivation, negotiations, business development, workplace culture, operational efficiency and other topics that can help you grow your business.
What do sales and journalism have in common? More than you might think. Whether you’re trying to bring on a new client or get the scoop on a news story with a politician or sports personality, you’re facing similar challenges. In each scenario, you need to outmaneuver the competition, make it past the gatekeepers, and […]
The Internal Revenue Service has issued IRS Notice 2014-55, which permits two new types of mid-year election changes under a section 125 cafeteria plan. The primary purpose of these additional election change opportunities is to facilitate enrollment in the Health Insurance Marketplace. Section 125 regulations will be modified consistent with the guidance in the Notice, […]
Dedicated to Growing and Protecting the Assets of our Clients. PSA Insurance & Financial Services is the region's leading independent multi-disciplined financial services firm. Our team of more than 160 experts work as trusted advisors to you and your business, delivering tailored solutions designed to help reach your goals and meet all of your financial services needs.