A Message to our Valued Clients

We are excited to share that PASI, LLC was recently acquired by U.S. Retirement and Benefits Partners (USRBP)!

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 the some of the following ways:

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 this partnership 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.

Warm Regards,

The Partners of PASI, LLC

David Wetsman, J.D.

Ron Fishman, QKA

Quynhchau Le, MBA, QPA, QKA, CPC, ERPA

David Beck, CPA, QPA, ERPA

Bryce Raymond, QPA, QKA, CPFA, ERPA