Retirement Plan Services
In 2014, PSA’s Fiduciary Consulting Group began working with The PFE Group (“PFE”), a retirement plan consulting firm and affiliate of United Capital. We are now formalizing our partnership with the group that has been helping our client services offering for the better part of a year. We will be transitioning our retirement plan services group clients to PFE, along with the PSA support staff that has historically serviced our retirement plan clients.
The transition to PFE supports what PSA has historically offered, sound investment advice and personalized client services. PFE brings deep resources in retirement plan advice, portfolio management guidance and access to the latest technologies and resources, and the ability to use them in strategic, innovative ways.
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.