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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

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 […]