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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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Proposed Policy Could Discourage Retirement Savings

Brokers play an important role in the retirement community, yet a proposed rule change in the federal government may alter how they operate, and some believe it could possibly put a long-term damper on participation in 401(k) retirement plans. The proposed rule change would raise the guidelines for broker advice from the current “suitability” standard […]

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Time is of the Essence in PSA’s Sundial Portfolios

There is an old adage that says It’s the time in the market that counts, not timing the market, and it speaks to the importance of time when investing your money. Time is one of the key components we consider when building a portfolio for a client because the time horizon of a portfolio influences […]

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Secrets of The Ritz-Carlton’s ‘Legendary’ Customer Service

Research supports what most of us already know from experience — that people talk about customer service. If it’s a positive experience, people talk about it. And if it’s a negative experience, people talk about it more. Statistically, most of us are likely to tell 10 to 15 more people about a bad experience than […]


New ACA Reporting Requirements Part 2

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 for determining eligibility for premium tax credits.  The last ACA blog post summarized the […]