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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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Jul
24th
Make Charitable Giving Part of Your Financial Plan

Twenty years into my career as a financial planner, I had the great opportunity to meet one of the country’s top charitable planning advisors.  He had flown into Baltimore to speak about the impact of his work with the March of Dimes and teach a select group of advisors some of the complex strategies his […]

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Jul
11th
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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May
30th
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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May
8th
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 […]