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Investment Consulting

The goal of our investment consulting process is to protect fiduciaries and identify optimal investment opportunities for our clients and their employees.

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 goal of our investment consulting process is to protect fiduciaries and identify optimal investment opportunities for our clients and their employees. Our proprietary Scorecard system provides a proven process to monitor and evaluate fund managers and investment strategies.

We work with you in developing and refining your investment objectives and Investment Policy Statement to help minimize your liabilities and create an optimal investment lineup for the plan and, in turn, the plan participants. One of the more important tasks in creating an investment lineup is to identify investment managers who consistently meet their fund’s objectives. Our manager selection process utilizes a quantitative model to rank investment managers within their respective categories. We complement that process with an in-depth and comprehensive qualitative review. PSA adheres to thorough fiduciary practices throughout our detailed approach to investment manager search, selection, and monitoring by our internal investment committee.

Whatever your retirement plan needs, we have the investment team and plan knowledge to help support all of your objectives.

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Areas of Retirement Plans

Recent Blog Posts

Mar
29th
The ACA Is Still the Law of the Land (Benefit Minute)

Republican efforts to repeal and replace parts of the Affordable Care Act (ACA) with the American Health Care Act (AHCA) stalled on March 24, 2017 when Speaker of the House Paul Ryan determined he did not have the support needed to pass the bill in the House of Representatives and withdrew it without a vote. […]

Mar
24th
Executive Leadership: It’s time to make cyber resiliency YOUR next priority

You’ve probably read about major cybersecurity failures of large organizations, such as Yahoo, Sony, LinkedIn, Target, the Democratic National Committee, and the list goes on. While they’re not always in the headlines, evidence shows that small and medium-sized organizations are increasingly becoming the targets of cyber criminals and malicious actors. According to the most recent […]

Mar
17th
Work-Life Balance is a Myth — Instead, Find Work-Life Bliss

The day author and speaker Deirdre Maloney was interviewed on TV about a blog she wrote, she couldn’t get past what she saw on the screen — and how she felt afterward.

Mar
1st
How to Electronically Distribute ERISA-Required Documents (Benefit Minute)

Distribution of ERISA-required documents is challenging for employers.  Hard copy distribution is inefficient, costly, not environmentally friendly and out-of-date in the digital age.  However, electronic distribution must be accomplished in a manner that complies with Department of Labor (DOL) requirements and results in actual receipt by plan participants.