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.
We have a dedicated team of professionals that can implement a delivery format most suitable to the needs of your employees and custom-tailor the message of most interest to them. An effective employee education program will not only strengthen the benefits of your current retirement plan, but also meet fiduciary guidelines. We are able to provide on-site one-on-one counseling on retirement plan savings adequacy and asset allocation advice from one of our Registered Investment Advisors. In addition, we host monthly webinars and educational workshops, along with customized education and communication materials.