Serving Employers
Helping employers and employees achieve retirement success with customized solutions.
Our Commitment
We’re here to serve our clients with exceptional care, expertise, and accuracy.
For 40 years, our relationship with employers, like you, has always been based on trust and integrity. At the end of the day, we believe that it isn’t enough just to have the columns balance at the bottom of the report – we want to make sure you’re reaching your objectives. You can trust us to know where the numbers come from, why they balance, and how the numbers help ensure retirement readiness. Ready to stop worrying about the details? Trust us to do things the right way.
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CEFEX Certified
Our business practices and policies are rigorously tested and certified on an annual basis. Learn More
ASPPA Credentialed
We proudly employ some of the leading retirement experts, and in collaboration with our partners at Strongpoint, we are positioned to help you with any challenge. Learn More
How We Serve
Personal Design. Local Service. National Support.
PFS’ local expertise, backed by the national resources of Strongpoint Partners, makes our team uniquely positioned to take on any challenge for any client. Whether you’re a sole proprietor, such as a dentist, lawyer, or doctor, who needs a solution like a 401(k) or Cash Balance Plan, or an employer in Atlanta’s small business community, we can create a solution tailored for you and your business, that ensures you’ll minimize your tax liability, maximize your retirement savings, attract and retain your employees, and reduces your risk through creditor protection.
Discover the strength of our national network of partners:
32K+
Total Plans Administered
375+
Retirement Consultants
~1K
New Plan Designs Per Year
35+
Avg. Years of Design Specialist Tenure
~9.5
Average Years of Client Tenure
$54B+
Plan Assets Under Administration
