What Makes Pension Services Inc. Stand Out?

While others come and go, PSI has been rock solid since 1989, serving over 1,000 clients across the U.S. mainland and Puerto Rico.

Our Focus Is You

We believe our longevity stems from our dedication to you, the client. We avoid cookie-cutter, one-size-fits-all plans. Instead, every retirement plan is crafted after a thorough analysis of your needs and situation. We continually monitor your plan to ensure it remains a perfect fit, even as time passes.

Customized Retirement Plans

Since our inception, PSI has specialized in customized, qualified retirement plans. Unlike many companies in the field, we invest significant care and expertise in our initial assessments. Through comprehensive feasibility studies, we determine how to maximize benefits, protect assets, and optimize tax deductions.

Tailored to Your Unique Situation

We consider each client as unique. Only after a detailed analysis do we apply key criteria for an effective retirement plan:

• Who should participate?
• What are the investment and spending parameters?
• How can we achieve maximum tax benefits?
• How do we align contributions and benefits with your objectives?
• How can we best comply with pension laws?

Ongoing Support

Our commitment doesn’t end once we’ve designed and implemented your plan. Our skilled staff of accountants, actuaries, attorneys, and administrators—the “A” team—is here to assist with compliance under EPCRS and provide audit support.

Independent and Client-Focused

As we are not affiliated with any investment firm, we do not collect commissions on recommendations. Our focus is on providing education and information to investment professionals and CPAs in the realm of retirement planning.

Meet Our Team

Our Services

PSI designs and administers qualified retirement plans. We offer a wide range of services, including:

• Feasibility studies
• Plan design & installation
• Actuarial services
• Annual administration and testing
• Annual reviews
• Seminars
• Plan terminations
• Audit support

To ensure your plan fits perfectly, we consider cost, tax savings, participation, benefits, and pension law.

Why Choose PSI?

We are an independent professional firm, not owned by any insurance company, brokerage, or financial institution. We work exclusively for you.

Our extensive experience in retirement planning and administration, combined with advanced actuarial and computer software, ensures you receive top-tier service and a plan tailored to your needs and objectives.