PASI is Your Reliable & Responsive Partner
Partner with us for plan design and compliance, transaction processing and reporting. We’ll work hard to understand your business, your plans, and your client base’s needs. You can look to PASI for thoughtful, creative solutions that will help you win more business and grow your retirement plan practice.
PASI offers extraordinarily responsive consultative support. You can concentrate on growing your client relationships while we take the hassle of plan research off your plate. We’ll provide you with the data and information you need to place business with total confidence.
How We Help Investment Advisors
We offer deep understanding of investment platforms
Our product selection & competitive analysis is completely unbiased
Our firm is known for creativity and innovation in plan design
You get total support out in the field and help closing presentations
Our proposals are always free of charge
Your clients benefit from a proven, smooth conversion process