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

Our longevity stems from our unwavering dedication to our clients. We eschew cookie-cutter, one-size-fits-all plans. Instead, every retirement plan is meticulously tailored after a thorough analysis of your needs and circumstances, ensuring that your plan evolves along with your business.

Customized Retirement Plans

Since our inception, PSI has specialized in designing and administering customized, qualified retirement plans. Our comprehensive feasibility studies ensure that we maximize benefits, protect your assets, and optimize tax savings.

Tailored to Your Unique Situation

Every client is unique. We carefully analyze your situation and apply key criteria to create an effective retirement plan:

• Determining participant eligibility
• Establishing investment and spending parameters
• Maximizing tax benefits
• Aligning contributions and benefits with your objectives
• Ensuring full compliance with pension laws

Ongoing Support

Our commitment to you goes beyond plan design. Our dedicated team of accountants, actuaries, attorneys, and administrators is on hand to assist with EPCRS compliance, audit support, and ongoing plan reviews.

Independent and Client-Focused

We pride ourselves on being an independent professional firm. We don’t accept commissions from investment firms; our sole focus is on educating and empowering you, our client, to achieve the best retirement outcomes.

Meet Our Team

Our Services

PSI designs and administers qualified retirement plans, offering a full range of services including:

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

We take into account cost considerations, tax savings, employee participation, benefit optimization, and strict adherence to pension law.

Why Choose PSI?

As an independent firm, we work exclusively for you. Our extensive experience in retirement planning and administration—bolstered by advanced actuarial analysis and state-of-the-art technology—ensures you receive a tailored, top-tier service designed to meet your specific needs and objectives.