Explains who and what a fiduciary is and the responsibilities that accompany the title.

Information is a
Powerful Financial Tool

Analysis of a legal case involving embezzlement from a defined benefit plan.

An examination of fiduciary awareness.

What is a Form 5500 and what it means to you and the government.

Embracing your fiduciary responsibilities.

Choosing the right fund lineup and fiduciary protection.

Benefit Plan Limits

Identifying the fiduciary and their responsibilities.

Identifying the fiduciary and their responsibilities.

Make sure you're getting your money's worth.

Articles

Has 2020 left you ready for retirement?

An examination of why paying less may cost you more in the long run.

Tips for starting the year right.

Resources

Even further explanation and tips about the Form 5500 and what it means to you and the government.

Priority Pension Services

A case study examining the financial history of Studebaker and its surprising impact on retirement legislation.

Helpful Links

The importance of examining your providers before it's too late.

Informative articles written by Priority Pension Services (PPSAFI), sample documents and useful links will help you understand your rights, options and responsibilities while helping to maximize your benefits.
Click on any of the links below to empower yourself.

A table that explains the government limits for plan contributions and compensation.

An explanation of Captive Insurance structure and benefits.

Sample Plan Designs

What services should you expect from your TPA and how much should it cost.

Explains who and what a Third Party Administrator is and their importance to successfully managing a retirement plan.

Further explanation and tips about the Form 5500 and what it means to you and the government.

Terminating a retirement plan.

An examination of a provider's quick change in fiduciary status.