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Retirement Plans

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The retirement plan you choose has implications not only for the financial well-being of your employees, but also for your company’s bottom line. The PSA Retirement Plan Services group offers full-service fiduciary and investment advisory services for 401(k) and other qualified retirement plans, including defined benefit plans.

Our comprehensive consulting approach is designed to increase your plan’s overall participation and employee satisfaction, while helping to reduce company liability. Whether you currently have a retirement plan in place or are simply contemplating offering one, PSA has the tools and the expertise to help you evaluate options and identify the best fit for your company.

Guide to Fulfilling Your
Fiduciary Duties in
Today’s Environment:

10 Things You Are
Probably (Still) Doing Wrong

Areas of Retirement Plans

Recent Blog Posts
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Aug
19th
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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Aug
12th
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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Aug
7th
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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Aug
5th
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 […]