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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

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.