In this issue:
- To read our annual Year End Newsletter – click here!
- You can download a copy of the Year End Checklist here!
- SECURE 2.0 Information
In this issue:
- 2024 Plan Limits are here! Print a copy for your office today!
We believe that the collaboration with the USRBP team, along with their extensive resources, shared values and vision will allow us to expand our hands-on service model to our clients.
What You Can Expect
First and Foremost: It is business as usual. There will be no changes to your contacts. All partners remain with us for the long-term.
As an existing relationship of PASI, you can be assured that as a part of USRBP, we can offer even more value to you in some of the following ways:
- Superior Technology & Cyber Security
- Greater Solutions & Capabilities
- More Innovation & Resources
- Additional Consulting Expertise
Why USRBP is a Great Fit for PASI
USRBP is one of the nation’s largest independent Employee Benefits and Retirement Planning firms serving K-12 public schools, governmental, corporate, union, and non-profit organizations. For almost 30 years, PASI has been one of New England’s largest private retirement plan consulting and third-party administration firms focusing on small and mid-sized companies.
It made sense to partner with an organization that shared a passion for ensuring health and financial wellness for others. This is an exciting step forward for our continued growth and broadens our service, technology, and expertise so we can better serve you, our client.
We’re excited about this new partnership and the benefits it will bring your way. If you have questions or want to learn more about USRBP, please reach out to your current day-to-day client contact or one of the partners.
We will continue to share more over the coming months; but, in the meantime, please reach out with questions, feedback, or any concerns you may have.
Sincerely,
The Partners of PASI, LLC
David Wetsman, J.D.
Ron Fishman, QKA
Dave Beck, CPA, QPA, ERPA
Quynhchau Le, MBA, QPA, QKA, CPC, ERPA
Bryce Raymond, QPA, QKA, QPFC, ERPA