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Chad J. Wilson, CFP®

ChadWilson

Director of Investment Consulting
Fiduciary Consulting Group @ PSA

Direct Phone: 443.798.7311
Toll Free: 800.677.7887
Fax: 443.798.7111
E-mail: cwilson@psafinancial.com
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Learn more about how our team
won the Retirement Plan industry’s
most prestigious award!

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

Apr
24th
Better, Less Costly Healthcare on the Horizon for Maryland Employers and Patients

  Few people know it, but Maryland’s hospital revenue model is being turned on its head, and the ramifications of the change will be felt throughout the healthcare landscape. The changes will affect not only hospitals and healthcare providers but also patients and employers, who will have more options for quality medical care at lower […]

ACA sign

Apr
8th
New ACA Reporting Requirements

The Department of Treasury has issued final regulations implementing the insurer and employer reporting requirements under the Affordable Care Act, which will form the basis of the process for assessing penalties under both the individual mandate and the employer mandate and determining eligibility for premium tax credits.  Set forth below is a summary of the […]

shutterstock_retirement

Mar
25th
Planning for a Successful Retirement: Beware of Retirement Pitfalls with These Pillars of Protection

Planning always starts with how you decide to define your personal goals and dreams for a comfortable and satisfying retirement. Many retirees today are staying very active with volunteer work, travel and family. If you’re approaching your retirement, it’s important to not be short sighted, have all the right planning in place, and to avoid […]

PSA Awards DSC_1587 Feb 12th 2014 Coyle Studios

Mar
18th
PSA Scraps Formal Awards Ceremony for Something More Fun

Most of us associate insurance and financial services companies with dark suits and blazers, pie charts and bar graphs. In large part, that description fits the bill. You might be surprised to learn, though, that each winter at PSA, we set aside our gap analyses and cost models to play the parts of rock stars, […]