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Retirement Plans

retirement-header

The partnership between PSA’s Fiduciary Consulting Group and The PFE Group brings together leading specialties and processes in retirement planning along with greater resources and keen industry insight — all to help deliver exceptional client services and experiences.

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.

 

Securities offered through Girard Securities, Inc. (“Girard Securities”), a registered broker/dealer, member FINRA/SIPC. Investment Advisory services offered through PFE Advisors, Inc. (“PFE”), a registered investment adviser. Girard, PFE and PSA are separate and unrelated companies.” 

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Areas of Retirement Plans

Recent Blog Posts
Professional Liability (compressed)

Feb
10th
Defining a Robust Directors and Officers Insurance Policy

Last September’s “Yates Memo,” issued by the Department of Justice – spurred in part by the financial sector’s culpability for the Recession – intended to send a message of watchfulness to our country’s collective C-suite: you are not immune from criminal prosecution and civil sanctions.

Starting a family (compressed)

Feb
3rd
Insurance Protection to Consider When Starting a Family

In my experience, when people are young and single, they tend to make price-based insurance buying decisions rather than focus on the quality of coverage. Thus, they often end up shopping for insurance online, which can get them standard coverage quickly. However, when they start a family, their circumstances become more complex and their priorities […]

shutterstock_117506374_health_money600with.out.white

Jan
26th
Flex Credits and Opt-out Payments under the ACA

The Internal Revenue Service (IRS) recently issued Notice 2015-87 which provides guidance on several topics under the Affordable Care Act (ACA).  This includes reporting and affordability treatment of employer-provided flex credits, opt-out credits and similar arrangements.

Winter Storm Preparedness

Jan
21st
Winter Storm Protection Tips on the Road and in Your Home

Winter has arrived and for most of the country that means the chance of snow, ice and extreme cold. If The Weather Channel is calling for a blizzard or ice storm in your town, we’ve compiled some helpful tips to help keep you safe and warm. Power outages and blocked roads are common occurrences during […]