PSI Brand

Customized Excellence in Retirement Planning with Pension Services, Inc.

Since 1989, Pension Services, Inc. (PSI) has set a high standard in retirement planning for corporations. Our reputation is evident in each client and every customized retirement plan we design, implement, and maintain. Our slogan, “Performing to a Higher Standard”, reflects our approach to business.

In a crowded industry filled with self-proclaimed experts, PSI distinguishes itself with a unique, comprehensive service scope and unmatched vertical expertise. Here’s what makes us different:

Our Distinctive Approach

  1. Qualified Retirement Plans: PSI creates and administers plans that are defined and regulated by the IRS, ensuring compliance and security.
  2. Custom Solutions: We design a custom retirement plan for each client, tailored to their unique profile, demographics, financial status, and goals—no off-the-shelf programs here.
  3. Specialized Team: Our team includes actuaries, CPAs, ERISA attorneys, consultants, and other professionals, all highly trained in retirement planning.
  4. Comprehensive Services: Our services go beyond plan creation. We conduct feasibility studies, handle actuarial assessments, manage compliance testing, conduct seminars, and support plan terminations.
  5. Independent Operation: PSI operates independently, free from brokerage or insurance firm affiliations, keeping our clients’ best interests as our priority.
  6. Proprietary Tools: Our proprietary software and tools are exclusive to PSI, developed specifically to support our custom retirement solutions.
  7. Ongoing Support: After designing and implementing a retirement plan, PSI offers continuous administrative support for the plan’s duration, up to and including plan termination if needed.

Our Commitment to Client Success

We encourage prospective clients to compare services, speak with our consultants, and request a proposal. At PSI, every relationship begins with understanding the client’s business, employees, and goals. By thoroughly assessing these details, we can craft a plan that truly benefits the client.

Our motto, “Performing to a Higher Standard”, represents our commitment to quality in every aspect of retirement planning. For us, nothing less will do.