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Chad J. Wilson, CFP®


Director of Investment Consulting
Fiduciary Consulting Group @ PSA

Direct Phone: 443.798.7311
Toll Free: 800.677.7887
Fax: 443.798.7111

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Professional Background

Chad Wilson, CFP® joined PSA Insurance & Financial Services in 2008 specializing in fiduciary consulting around retirement plans.  He is primarily responsible for overseeing the process of selecting and monitoring investment managers for PSA’s qualified and non-qualified retirement plan clients.  His duties also extend to provider fee negotiation, client acquisition and retention, and the due diligence surrounding selecting non-fiduciary service providers such as a plan’s recordkeeper, administrator, actuary, and custodian/trustee.

In each of these duties, Chad focuses on helping qualified plan fiduciaries navigate through the difficulties of complying with federal law.  He does this by working closely with them to ensure they are employing a prudent process in all facets of plan management.  His ultimate goal is to help plan sponsors provide an adequate retirement benefit to plan participants.

Prior to joining PSA, Chad worked as an investment consultant for a regional third party administrator and recordkeeper.

PhilosophyEducation and Military Service

A graduate of the College for Financial Planning, Chad graduated magna cum laude from Bloomsburg University of Pennsylvania with a focus in business finance and English.  He was honorably discharged from the United States Marine Corps after serving four years in the infantry and as a scout sniper.

Business/Customer Service Philosophy

“I take my fiduciary responsibility to put participants’ interests first very seriously.  With every recommendation I make, I always ask the question, ‘will this help participants retire with dignity?’” Being able to positively impact lives each day motivates me and I view it as a privilege to serve our participants.”

PSA Perspective Blog Posts by Chad Wilson

Recent Blog Posts
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Risk Management Best Practices for Non-Profits

Are you aware of the exposures that may threaten your non-profit organization? I had the opportunity to speak on a webinar organized by the non-profit team at McGladrey where we exposed commonly faced risks and shared best practices to help non-profit organizations avoid facing costly and disruptive issues. I’ve distilled down the main points into […]

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Mitigating Capital Gains Taxes with Charitable Giving

Did your stocks perform well this year? Do you have a favorite charity? Consider this: Instead of paying capital gains tax on stocks that performed well in 2013, you could donate some of the gains to charity and use the resulting deduction to write down your remaining annual gains. In this blog post, the second […]

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Electronic Distribution of Welfare Plan Information

ERISA and other federal regulations require that certain welfare benefit plan information be furnished to plan participants and beneficiaries. In general, these documents must be distributed and not just made available. Electronic distribution is often the preferred method because it is easier administratively, cost-efficient and environmentally friendly. However, the Department of Labor (DOL) and other […]

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Flood Preparation & Insurance: What Homeowners Need to Know

You might be surprised to know that everyone in the United States, according to standards set by the Federal Emergency Management Agency (FEMA), lives in a flood zone. The agency classifies the country into three risk categories: low, moderate, and high. But living outside of the high-risk areas doesn’t mean you shouldn’t be prepared for […]