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FCG & PFE Partnership

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 is proud to announce our partnership with The PFE Group, a like-minded retirement plan consulting firm that advises employer plans with assets in excess of $7 Billion. The combined entities represent the best of both companies – access to additional resources provided by PFE and United Capital, along with the forward thinking offerings and stellar service clients enjoy with PSA. We believe this ensures our ability to provide cutting-edge solutions while enjoying access to the best minds in the industry.

About The PFE Group

Since 1996, The PFE Group has been helping plan sponsors with the myriad of activities associated with operating qualified and non-qualified retirement plans. Be it fiduciary oversight, plan design, or evaluation and selection of administrative vendors and investment managers, PFE has the in-depth experience and objectivity to get the job done on time and on budget. Their goal for every client is the same: an ERISA compliant plan, which provides below market cost administration and best in class investment managers. To learn more, visit www.pfegroup.com.

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Areas of Retirement Plans

Recent Blog Posts

Jun
16th
5 Ways Cyber Insurance Can Help Your Physician’s Practice Manage Cyber Risk

Did you know? To date, in 2017 there have been 133 reported data breaches in the healthcare industry – on average 17,849 records breached per incident. The Ponemon Institute estimates the cost per lost or stolen healthcare record to be about $400. This does not include fines and penalties, which can further increase the cost. […]

Jun
8th
Ever been asked to provide a Certificate of Insurance?

A question I hear from clients often is “How do I get a Certificate of Insurance?” A request for a Certificate of Insurance (COI) may be the most frequent interaction you have with your property and casualty broker or your insurance carrier. If you’ve never had to obtain a COI before, here’s an overview of […]

May
31st
What is a Controlled Group?

When several entities (whether incorporated or unincorporated) share common ownership, a controlled group or common control may exist.  For many IRS benefit plan purposes, a controlled group is treated as a single employer.  For example, the determination of an employer’s size for purposes of COBRA, Medicare Secondary Payer rules and the ACA’s Applicable Large Employer […]

May
25th
PSA’s Office Renovation Improves Employee Engagement, Performance and Client Experience

Research has shown that employees who are highly dissatisfied with their work environment are often the least engaged. And that lack of engagement can often translate to poor customer service and less satisfactory client outcomes. At PSA, we recognize the importance of a favorable work environment for our employees — so they’re equipped to better […]