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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

Aug
10th
Game of Stones: Examining the Foundational Elements of Effective Negotiation

According to Mark Jankowski, founder of Amplified Learning, effective negotiation requires three things: attitude, tools, and skills. “You can have any one, or even two of those things, but if you don’t put them all together, you won’t be effective,” he said at a recent PSA Partnership Event, “Game of Stones.” Where did he first […]

Aug
3rd
Don’t let interview bias and other missteps lead to a bad hire

When you are recruiting for an open position at your company, you want to hire someone who will succeed in the role. But that’s not always what actually happens. Often, interviewers are drawn to the people they relate to or simply like the most, rather than the candidates who are the most qualified. While that […]

Jul
27th
HIPAA and the Cloud (Benefit Minute)

Cloud computing allows convenient on-demand network access to a shared pool of computing resources (such as networks, servers, storage and applications) that can be rapidly supplied and used with minimal management effort or service provider interaction.   The computing resources are pooled to serve multiple customers and can be scaled to meet changes in demand. 

Jul
20th
A Snapshot of Today’s Most Prevalent Cyber Threats for the Non-Technical Executive, Part 2

In a recent blog post, we shared two prevalent cyber risks that your organization should be aware of — phishing and malware. Of course, those aren’t the only two threats you face when using technology or handling electronic data. This blog post provides an overview of two additional cyber threats to help you build a […]