Mission Strategy

Pension Services, Inc.: Excellence in Retirement Planning Since 1989

Since its founding in 1989, Pension Services, Inc. (PSI) has maintained one mission: to offer the highest caliber of service in the field of qualified retirement plans. Many firms offer retirement planning, but few deliver the comprehensive, specialized expertise we provide.

At PSI, we’re committed to covering every facet of retirement planning. From actuarial services that assess demographic trends and financial requirements to legal support for navigating regulations and compliance, and administrative expertise to ensure effective plan design and maintenance, our team provides a full suite of retirement services.

Our Core Services Include:

  • Actuarial analysis
  • Custom plan design
  • Plan installation and setup
  • Third-party administration
  • Compliance testing and audit support
  • Comprehensive plan administration and maintenance

Unlike large corporations with broad focuses, PSI dedicates resources to each client individually. From solo practitioners to large firms, we approach each situation uniquely, applying our specialized expertise to develop tailored retirement plans.

A Commitment to Trust, Communication, and Respect

With each client, PSI adheres to three core principles: trust, communication, and respect. Through mutual trust and respect, we build strong relationships, and through open communication, we ensure clients are informed and confident in our process.

Our clients rely on us for straightforward advice and transparent communication, even in complex or changing circumstances. We understand that these values are key to delivering exceptional service and achieving each client’s retirement goals.

Our Mission: Helping Clients Achieve Their Retirement Goals

PSI’s dedication to excellence is why clients stay with us year after year, why our reputation is solid across the mainland and Puerto Rico, and why we remain leaders in retirement planning. For over 25 years, we’ve been committed to delivering sophisticated, specialized knowledge and achieving our clients’ goals.