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.

Resources

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

Identifying the fiduciary and their responsibilities.

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.

Tips for starting the year right.

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

Embracing your fiduciary responsibilities.

Choosing the right fund lineup and fiduciary protection.

Helpful Links

Terminating a retirement plan.

Articles

An explanation of Captive Insurance structure and benefits.

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

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

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

Identifying the fiduciary and their responsibilities.

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

Benefit Plan Limits

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

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

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

Sample Plan Designs

Priority Pension Services

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

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