Alliances

Expert Retirement Planning with the Strength of Industry Leaders

At PSI, we believe in finding the optimal solution for each client by leveraging a wealth of global resources. Our focus is on identifying the precise tools and services to benefit each client’s unique needs. For corporate retirement plans, this means forming strategic alliances with top providers of unbundled 401(k) plans.

Our Trusted Industry Allies

Our allies are industry powerhouses, known for their market breadth and depth. We rely on these companies and their decades of investment expertise to expand and strengthen our service offerings.

Our key partners include:

  • John Hancock
  • Nationwide Insurance
  • Great-West Life
  • American Funds
  • ING
  • MassMutual
  • Principal
  • Ameritas
  • Transamerica
  • Aspire

Comprehensive Retirement Planning, Tailored for You

At PSI, we bring together resources, industry expertise, and personalized service to design, implement, and manage customized retirement plans for each client. Our skilled team—comprising ERISA attorneys, accountants, and actuarial experts—focuses exclusively on retirement planning, unlike firms with a broad range of unrelated services.

Our mission is to maximize contributions and deductions, ensuring each plan meets compliance standards and stays aligned with client goals.

Dedicated Services for Complete Plan Management

Our specialized team handles a comprehensive array of retirement plan services, including:

  • Preparation of IRS, DOL, and PBGC filings and audit support
  • Non-discrimination testing (ADP/ACP), annual reporting, and compliance testing
  • Participant notices, benefits statements, and annual valuation reports
  • Active monitoring of contributions, terminations, and plan liquidations

While the plan is active, we collaborate with our trusted allies to align investment performance with each client’s objectives, providing the personal attention of a boutique firm with the resources of industry giants. Clients appreciate the personalized service they receive and the confidence of knowing they have access to the nation’s leading investment platforms.

At PSI, you can have the best of both worlds: customized, attentive service and the strength of the nation’s top investment providers.