Niche DOL Compliance Target Priority Pension Services, Inc. as a specialist in DOL and IRS compliance, plan design, and Form 5500 filings to upsell advanced compliance programs and annual administration packages to small to mid-sized retirement plans seeking fiduciary guidance.

TPA and Actuarial Services Leverage their full service TPA and actuarial capabilities to cross-sell integrated retirement plan administration, actuarial valuation, cost savings analysis, and insurance integration with Defined Contribution, Defined Benefit, and Cash Balance plans for plan sponsors seeking consolidated vendor solutions.

Delinquent Filings Opportunity PROMOTE the Delinquent Filer Voluntary Correction Program as a revenue stream by targeting firms with past due Form 5500s, offering a cost effective remediation path to avoid penalties and potential plan disqualification.

Independent Custodian Network Highlight PPSAFI’s independence and broad compatibility with all leading custodians and record-keepers to position as a flexible partner for advisors looking to outsource compliance and administration without vendor lock-in.

Target Market Fit Position PPSAFI as a scalable solution for small businesses and owners in financial services and related sectors in the New York region, emphasizing 20+ years of experience, fiduciary education, and liability reduction to win RFPs and advisory relationships with local firms and mid-market employers.