At PSI, our retirement plans are qualified, customized, and designed for maximum benefit.
Our highly skilled and specialized staff have 100-plus years of professional expertise among them, and some formidable tools at their disposal, such as proprietary software that enables the client to maximize contributions to their retirement plan.
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At PSI, our 401(k) plans are not ‘off-the-shelf’. Our staff collects employee and employer data, and researches the needs of each client before designing and implementing a qualified retirement plan.
Variables may include employee demographics, income levels, cost constraints, retirement goals, tax liabilities, and funding options.
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At PSI, we design qualified plans that offer the greatest tax deductions for management and employees.
Our ‘A’ team of accountants, actuaries, administrators, and attorneys specialize in retirement and benefits. By applying our broad knowledge of tax law, demographics, finance, and other details, we help you take the maximum tax allowance.
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Year after year, companies of all sizes turn to Pension Services, Inc. for expert guidance and innovative solutions across a wide range of benefits issues. Our team of specialists is dedicated to maximizing retirement contributions and minimizing employee costs. With expertise in evaluating and comparing plan designs, optimizing administrative expenses, and offering tailored options for executive compensation and employee incentives, we provide customized strategies that align with each client’s unique goals.
Our team is made up of dedicated experts with specialized skills. Leveraging their talents, we’ve developed proprietary software tools that allow us to maximize contributions for plan sponsors. This exclusive advantage is something only Pension Services, Inc. can offer.
The Internal Revenue Service (IRS) requires plan sponsors to fulfill specific responsibilities in managing a qualified retirement plan. These regulations cover all aspects of the plan, including management, participation, contributions, asset distribution, fiduciary duties, terminations, and government filings. Plan sponsors can feel confident knowing that we provide the administrative support and expertise needed to ensure full compliance with IRS, Department of Labor, Pension Benefit Guaranty Corporation, and Hacienda (Puerto Rico) regulations—helping to avoid unnecessary scrutiny, prevent costly penalties, and save valuable time.
The more our professional partners understand the benefits of a customized, well-designed, and well-maintained retirement plan, the more they value the services we provide. Pension Services, Inc. offers continuing education seminars covering the fundamentals of retirement plan design, giving our partners a solid foundation of knowledge to share with their clients.
We’re dedicated to educating our partners on optimizing retirement benefits. Through comprehensive printed materials, informative seminars, and direct access to our experts, we make it easy for you to help clients invest confidently in their futures.
We operate as a fee-for-service firm, with compensation derived solely from the services we provide. Rest assured, you will receive full credit for your clients' investments.
Our team of professionals delivers the high level of support and expertise needed to create customized retirement plans that enhance performance—without the complications of commission sharing.
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