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Employer-Sponsored Plan Consulting

We can assist you in addressing compliance and operational issues with your retirement plan including regulatory changes, potential risks, low employee plan participation, and nondiscrimination testing complexities

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 work with our clients to ensure the desired goals of their retirement plan offerings are being met. Whether that means working with plan document design, understanding industry employer match trends, or assisting with plans where merger and acquisition activity occurs, we strive to address all aspects of employer sponsored retirement plans.

We can assist you in addressing compliance and operational issues with your group retirement plan including regulatory changes, potential risks, low employee plan participation, and nondiscrimination testing complexities. Our continual plan evaluation will help you monitor your plan, while looking to eliminate or mitigate any potential problems.

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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.