Morningstar & ASPPA
401(k) Advisor Leadership Award Finalist 2012
Jennifer Flodin is a co-founder of PSA. She is responsible for several of the firm’s largest relationships and manages the firm’s retirement benefit consulting practice. Flodin has over 15 years of experience in the industry and was singled out as one of the industry’s “Rising Stars Under 40” several years ago. Prior to co-founding PSA, Flodin owned her own financial planning practice and worked for a global financial services firm. She is a frequent industry speaker on retirement plan topics.
Donald Stone is a co-founder of PSA. He serves as the chief investment officer of PSA. Stone has nearly 30 years of industry experience in all aspects of retirement plans and has been involved in the creation of numerous investment and retirement products over the years. Prior to co-founding PSA, Stone held senior executive positions at several bundled retirement industry firms. He currently serves on the Executive Committee of the Defined Contribution Institutional Investment Association (DCIIA), an industry advocate for better participant outcomes.
Angelo Auriemma is responsible for the firm’s investment research and meets regularly with many of the firm’s largest clients. Auriemma has over 20 years of industry experience. Prior to joining PSA, Auriemma managed a large-cap investment strategy and also worked for a large 401(k) provider.
About Plan Sponsor Advisors
PSA provides fiduciary and non-fiduciary consulting services to clients. Since 2002, PSA has worked with plans representing over $65 billion in retirement plan assets. The firm’s clients include both publicly traded and privately-held companies including family-owned businesses, global corporations and major healthcare systems.
Category: Member Focus