Engaging our employees

A Team Approach to Retirement Planning Excellence

At PSI, we believe that a team approach is essential to delivering outstanding retirement planning services. Our staff includes two ERISA attorneys with over 50 years of combined experience in the pension industry, a certified legal assistant, and a world-class accounting department specializing in retirement planning. Administrators and actuaries round out our expert team, ensuring every detail is managed with precision.

Meet the PSI ‘A’ Team

Our ‘A’ team of actuaries, accountants, administrators, and attorneys are all focused on retirement planning and maximizing contributions. When you work with PSI, you gain access to a full spectrum of retirement, accounting, and legal talent.

Our Comprehensive Services Include:

  • Custom plan design based on employee demographics, income, cost constraints, goals, and tax implications.
  • Preparation of IRS approval forms, DOL and PBGC reports, audit support, plan documents, and participant notices, while monitoring regulatory changes.
  • ADP and ACP contribution testing, non-discrimination testing, benefit statements, valuation reports, and all essential forms (5500, 480.70, 1099(R), 945, and 1096).
  • Collection and validation of census data, including K-1, W-2, Schedule C income, employee demographics, and work history.
  • Calculation of vested benefits, loan processing, and management of in-service, termination, and hardship distributions.

Why Choose Team PSI?

Each client and retirement plan is unique, deserving tailored procedures and objectives. By applying the expertise of a diverse group of professionals as a team, we achieve better outcomes than piecemeal services. Our approach has also enabled us to develop proprietary in-house software tools that apply actuarial cost methods, life contingencies, and custom formulations to maximize contributions for key employees.

These are exclusive advantages you won’t find at other retirement planning firms. While large corporations may offer retirement planning, few can match the expertise and personal attention provided by PSI.

At PSI, we combine the best of both worlds: a world-class, professional staff in a nimble, client-focused organization.