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Co-Fiduciary Services

PSA’s Fiduciary Consulting Group (FCG) team delivers custom fiduciary solutions to retirement plan sponsors across the nation for both defined contribution and defined benefit plans.

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.

PSA’s Fiduciary Consulting Group (FCG) team delivers custom fiduciary solutions to retirement plan sponsors across the nation for both defined contribution and defined benefit plans. Our documented processes, proprietary analytics, dedicated research team, and uncompromising commitment to our clients, help guide them through the ever-changing and intricate world of retirement plans.

PSA supports plan sponsors by embracing co-fiduciary status. This means that we fully accept, acknowledge and look at it as a privilege to be your partner helping to manage your 401(k) fiduciary or 403(b) fiduciary responsibilities and liabilities. Our comprehensive fiduciary oversight process ensures independent plan governance and monitoring. We assist in instituting prudent procedures and due diligence processes that protect plan fiduciaries by mitigating fiduciary liability.

We commit in writing to serve you as your fiduciary advisor with the sole focus of ensuring that your retirement plan satisfies all required guidelines and utilizes industry best practices. With our professional team of industry experts, PSA will partner with you to manage plan risk, investment oversight, compliance complexities, employee education and any other issues that you may encounter as a plan sponsor.

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Areas of Retirement Plans

Recent Blog Posts

May
15th
How to Craft the Right Insurance Policy for Your Brewery

There are about 5,300 active breweries today across the U.S. That’s the most ever — and the number has increased sharply in just the last 10 years. If you’re a brewer, you already know this: The joy of brewing is not just about creating that perfect glass of ale; it’s also about seeing people enjoy […]

May
5th
Shackleton’s Leadership Lessons from the Bottom of the World

In 1914, Sir Ernest Henry Shackleton and his crew of 28 men set off for Antarctica to become the first people to ever cross the continent via the South Pole. He led the explorers on what is considered one of the greatest undertakings and leadership stories in recorded history. He called his expedition “The Imperial […]

Apr
26th
Final Rule Addresses ACA Marketplace Stability

The Centers for Medicare and Medicaid Services (CMS) has issued a final Market Stabilization Rule that is intended to help lower premiums and stabilize the individual and small group markets as well as increase health insurance choices in markets that are threatened by insurer exits.

Apr
12th
Looking for top talent? Employers need to nail the interview.

If you were a candidate interviewing for a job, you’d probably receive the advice, “Preparation is key.” But even on the other side of the table — as an employer interviewing candidates for an open position — the same recommendation applies.