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Deals & People December 18, 2014
PSA Adds Two Retirement Plan Consultants
David Saunders and Victor Traub, III, have joined PSA Insurance & Financial Services.
Reported by PLANADVISER staff
PSA Insurance & Financial Services, Inc. (PSA) hired David Saunders, II, as a senior investment consultant and Victor Traub, III, as a senior relationship manger within its Fiduciary Consulting Group (FCG).
The new hires will bolster PSA’s retirement planning practice and strategic partnership with retirement plan consulting firm The PFE Group. Saunders’ responsibilities will include evaluation, analysis and selection of investment managers for retirement plans, as well as counseling retirement plan committees on investment structures.
Saunders brings more than 20 years of experience in equity research, institutional money management and financial analysis to the PSA/PFE team. Prior to joining PSA, Saunders worked for Credo Capital Management where he served as partner, co-portfolio manager and equity analyst. Prior to that, he served as an equity research analyst for Wells Fargo.
Traub brings more than 30 years of experience focused on retirement plan design, administration, investments and communication. He is an expert in Employee Retirement Income Security Act (ERISA) regulations and has frequently designed and presented qualified retirement plan seminars for professionals in the retirement planning field. Formerly, Traub served as a senior consultant for Coastal Pension Services, Inc. and vice president, consulting and administration for West Pension Solutions.
Saunders holds an MBA with a concentration in finance from The Johns Hopkins University and a bachelor’s degree in finance from Wofford College. He is an active member of the Chartered Financial Analyst (CFA) Institute and Baltimore CFA Society, and serves on the board of directors and investment committee for the Fuel Fund of Maryland.
Traub holds a bachelor’s degree in business administration from Thiel College; is a qualified pension administrator, qualified 401(k) administrator, certified employee benefits specialist, and an active member of the American Society of Pension Actuaries.
More about PSA is at www.psafinancial.com, and more about PFE is at www.pfegroup.com.