Custom Retirement Plans Crafted to Perfection

Take a quick glance online, and you’ll find a vast array of generic retirement plans. The reality? These one-size-fits-all solutions are rarely designed with the unique needs of each client in mind. Even among Fortune 1000 companies, corporate pension plans often fall short in fully serving the interests of their organizations.

25+ Years of Custom Plan Design

At PSI, we’ve been dedicated to custom retirement plan design for over a quarter of a century, compiling hundreds of years of collective experience. Every client and situation is approached as a new puzzle—one to be carefully studied, expertly solved, and ultimately, one that satisfies completely.

Today, we administer over 1,000 retirement plans across the United States and Puerto Rico. Our diverse client base and extensive industry experience have made us a leader in customized retirement plans. Success is part of our DNA.

Unmatched Tax Deduction and Contribution Optimization

Our specialty lies in creating qualified plans that maximize tax deductions and contributions. PSI’s ‘A’ team of expert accountants, actuaries, administrators, and ERISA attorneys work collaboratively, analyzing each company as a unique entity to deliver optimal results.

By applying extensive knowledge of tax law, demographics, finance, and industry-specific details, we’ve successfully designed and administered plans for a wide array of clients—from solo practitioners to corporations with over 1,000 employees.

Ongoing Compliance and Proactive Plan Monitoring

Our commitment to clients doesn’t end with plan design. Constantly evolving regulations and a changing workforce mean every plan requires ongoing monitoring. PSI keeps plans in compliance and performing at their best, allowing corporate clients to focus on what they do best.

Retirement Planning Is Our Sole Focus

At PSI, we are specialists in retirement planning. We don’t do criminal law or real estate; we focus exclusively on retirement and benefits. Our new business department carefully collects data and conducts thorough research on each client’s unique needs to craft a retirement plan that fits like a well-sewn glove.

Call or email us to discover why PSI has been a leader in its field since 1989, and how our custom plans can serve your organization’s unique goals.