We Never Leave our Customers in the Dark!
Passivity doesn't work when it comes to retirement planning. Navigating complex regulations, understanding plan options, and keeping pace with evolving requirements can feel overwhelming. At PASI, LLC, we empower small businesses to achieve financial clarity and maximize their retirement plans.
With over two decades of experience, we've established ourselves as one of New England's leading third-party administrators, serving businesses throughout Connecticut, Massachusetts, New York, New Jersey, and Rhode Island. We understand the unique needs and aspirations of small business owners like you.
What We Do
We offer a comprehensive portfolio of services designed to simplify and streamline retirement planning for your business:
Plan Design & Implementation
- Customized plans tailored to your industry, size, and objectives
- Assistance with 401(k) plans, 403(b) plans, Defined Benefit plans, and non-qualified plans
- Seamless integration of Secure 2.0 compliance measures
Ongoing Administration & Support
- Efficient plan administration and communication
- Timely participant enrollment and contribution processing
- Comprehensive compliance monitoring and reporting
- Responsive participant support and distribution management
Proactive & Personal Guidance
- Regular review and optimization of your plan performance
- Market updates and regulatory guidance
- Personalized consultations to address your specific needs and concerns
- Collaborative communication and transparency every step of the way
Our Guiding Principles
At PASI, we believe in:
- Client-centered approach: We prioritize your needs and work collaboratively with you.
- Unwavering objectivity: As an independent firm, we remain free from financial institution bias.
- Proactive guidance: We take initiative to anticipate your future needs and proactively address challenges.
- Transparency and communication: Clear and consistent communication is central to our client relationships.
- Experience and expertise: Our seasoned professionals are dedicated to delivering optimal results for your business.
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