PASI INVESTMENTS, LLC
SEC RegisteredTaking the work out of Retirement Planning
About the firm
PASI, LLC (Pension Administrative Services Inc.) is one of New England's largest private pension consulting and third party administration firms. They provide high quality design, development and implementation of retirement plans for businesses throughout CT, MA, NY, NJ and RI. PASI is unaffiliated with any financial institutions, ensuring unbiased and objective retirement planning recommendations.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
401(k) Plan Services, 403(b) Plans, Defined Benefit Plans, Non Qualified Plans, pension consulting, third party administration, retirement plan design, development and implementation, compliance, and plan administration.
Who they serve
Small business employers
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 216 | $65M |
| High Net Worth Individuals | 35 | $81M |
| Charitable Organizations | 179 | $505M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PASI INVESTMENTS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.