Business Details
Trusted Retirement Planning Services in Farmington, CT
PASI has been a trusted partner in retirement planning for over two decades, specializing in tailored pension consulting and third-party administration services for small businesses across New England. Our team of seasoned professionals delivers objective, unaffiliated financial advice, ensuring clients receive unbiased recommendations aligned with their unique needs. We prioritize proactive service, maintaining open communication to keep clients informed of evolving IRS regulations and compliance requirements. With expertise in 401(k), 403(b), Defined Benefit, and Non-Qualified Plans, we streamline complex retirement planning processes while upholding a reputation for reliability and timeliness.Our commitment to personalized solutions and exceptional client service has solidified our position as a leader in the industry, earning top client satisfaction ratings in independent surveys. As we transition to Daybright Financial under our parent company U.S. Retirement & Benefits Partners, our dedication to helping clients achieve their retirement goals remains unchanged.
Services
401(k) Plan Services
403(b) Plan Services
Defined Benefit Plans
Non-Qualified Plans
Compliance Services
Pension Consulting
Plan Administration
SECURE 2.0 Compliance
Cash Balance Plans
Secure File Transfers
Highlights and features
- We offer 20+ years of specialized retirement planning expertise.
- Our team provides personalized, proactive compliance management.
- We maintain independence from financial institutions for unbiased advice.
- Our client service ratings rank highest among third-party administrators.
- We deliver integrated solutions for complex pension plan requirements.
What people say
Expert retirement planning
Personalized service
Proactive compliance
High client satisfaction
Knowledgeable team
Services
401(k) Plan Services
We design and administer 401(k) plans tailored to business needs, ensuring compliance with ERISA standards and IRS regulations. Our services include plan documentation, fiduciary reviews, and Form 5500 filings. Clients benefit from streamlined processes and expert guidance to optimize retirement savings.
Defined Benefit Plans
Our Defined Benefit Plans provide structured retirement benefits based on salary and tenure, complementing other savings vehicles. We handle actuarial calculations, compliance testing, and annual reporting. Businesses gain tax advantages and enhanced employee retention through competitive pension offerings.
Compliance Services
We ensure retirement plans meet evolving regulatory requirements through non-discrimination testing, document amendments, and audit preparation. Our team proactively monitors IRS updates to maintain compliance. Clients receive timely filings and risk mitigation strategies for operational peace of mind.
Non-Qualified Plans
These plans offer flexible retirement solutions for key employees without ERISA restrictions. We structure tax-deferred contributions and customized benefit designs. Employers gain tools to attract and retain top talent while optimizing executive compensation strategies.
Cash Balance Plans
We implement Cash Balance Plans combining defined benefit security with defined contribution flexibility. Fixed annual credits and interest guarantees provide predictable retirement outcomes. Businesses benefit from higher contribution limits and tax deductions for owners nearing retirement.
Questions
What retirement plans do you specialize in?
We specialize in 401(k), 403(b), Defined Benefit, Non-Qualified, and Cash Balance Plans for small businesses.
How does your rebranding to Daybright Financial affect clients?
There are no changes to your team, contact methods, or account access during the rebranding process.
Do you provide compliance support for retirement plans?
Yes, we handle non-discrimination testing, IRS filings, and regulatory updates to ensure full compliance.
How do you ensure personalized service?
Our team provides direct communication, same-day responses, and tailored solutions for each client's unique needs.
What areas do you serve?
We primarily serve small businesses across New England from our Farmington, CT office.
