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

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.

Information is a
Powerful Financial Tool

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

An examination of fiduciary awareness.

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

Articles

Helpful Links

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

Tips for starting the year right.

Resources

Identifying the fiduciary and their responsibilities.

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

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

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

Priority Pension Services

Benefit Plan Limits

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

An explanation of Captive Insurance structure and benefits.

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

Sample Plan Designs

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

Embracing your fiduciary responsibilities.

Choosing the right fund lineup and fiduciary protection.

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

Terminating a retirement plan.

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