About P&A Retirement Plan Services

Decades of expertise, dedicated to your retirement plan success

Our Story

P&A Retirement Plan Services is an independent firm providing focused, expert retirement plan administration and consulting services. With decades of combined experience in the financial services industry, we bring deep expertise and proven capabilities to the retirement plan landscape.

Our team has been serving the retirement plan industry for over 50 years, working with clients across multiple industries with integrity, innovation, and personalized service. As the retirement plan landscape has grown increasingly complex, we've maintained our dedicated focus exclusively on retirement plan services.

Today, P&A Retirement Plan Services stands as an independent firm committed to the values that have defined our success: unwavering commitment to client service, expertise in navigating complex regulations, and a partnership approach to every relationship.

Partnership and Trust

Our Mission

To provide exceptional retirement plan services that help plan sponsors meet their objectives, advisors serve their clients effectively, and participants achieve retirement security.

Our Vision

To be the most trusted partner in retirement plan administration, recognized for our expertise, integrity, and commitment to client success.

Our Core Values

Integrity

We conduct business with the highest ethical standards, maintaining transparency and honesty in all our relationships and communications.

Expertise

We invest continuously in knowledge and professional development to provide informed guidance on complex retirement plan matters.

Service

We are committed to responsive, personalized service that addresses each client's unique needs and exceeds expectations.

Accountability

We take ownership of our responsibilities and deliver on our commitments with accuracy and timeliness.

Innovation

We embrace technology and creative solutions to improve efficiency, enhance service, and solve client challenges.

Partnership

We build long-term relationships based on trust, collaboration, and mutual success with our clients and partners.

Our Commitment to Excellence

Fiduciary Standards

We help plan sponsors understand and meet their fiduciary obligations through education, documentation, and procedural support.

Regulatory Compliance

We monitor legislative and regulatory changes, ensuring plans remain compliant with evolving requirements.

Data Security

We employ industry-leading security measures to protect sensitive plan and participant information.

Service Quality

We maintain high service standards through ongoing training, quality assurance processes, and client feedback.

Our Leadership Team

Experienced professionals committed to your retirement plan success

Joseph Priselac, Jr.

Joseph Priselac, Jr.

Chief Executive Officer

He's the "P" in P&A, the friendly, familiar face who provides expert industry guidance to companies all over the nation. In 1975, Joe founded P&A Group, and was joined shortly thereafter by P&A President Michael Rizzo. During this time Joe earned the Chartered Life Underwriter and Chartered Financial Consultant designations. As CEO Joe travels across the country meeting with brokers and consultants, educating them on ways to effectively integrate tax-advantaged accounts into employee benefits programs. Additionally, Joe works closely with many government employers and has extensive experience helping them at the negotiating table. Joe is a member of the Organization of Public Employer Negotiators. A Buffalo Native, Joe donates to many local charities and eagerly supports the arts in Buffalo.

Joe and his wife, graduates of Michigan State University, proudly cheer for their alma mater on game days. When he's not busy traveling, Joe enjoys sailing and spending time with his grandchildren.

Michael A. Rizzo

Michael A. Rizzo

President

Michael joined P&A Group's CEO, Joseph Priselac, in 1978. Together the two Buffalo natives increased the two-person company to over 200 employees today. As President of the P&A Group, Michael is responsible for ensuring that the company runs smoothly and efficiently. He makes certain that the business model remains customer focused and that customer service is paramount across every division of P&A Group.

Michael is a graduate of Canisius College, where he received his Bachelor's of Arts and Master's of Arts degrees in English. He is an interactive, proud member of the Buffalo community and is involved in several business ventures and real estate development opportunities.

Team Credentials & Professional Memberships

Our professionals hold industry-leading credentials and maintain active participation in professional organizations:

CEBS (Certified Employee Benefit Specialist)
QKA (Qualified 401(k) Administrator)
QPA (Qualified Pension Administrator)
CPC (Certified Pension Consultant)
ASPPA (American Society of Pension Professionals & Actuaries)
NAPA (National Association of Plan Advisors)

Our Commitment to Excellence

P&A Retirement Plan Services is an independent firm with over 50 years of combined team experience in retirement plan administration and consulting.

As an independent firm, we provide our clients with significant advantages:

  • Client-Focused: Our independence allows us to prioritize client needs above all else
  • Industry Expertise: Decades of experience and deep knowledge across all aspects of retirement plan administration
  • Proven Track Record: A history of successful client relationships and industry recognition
  • Agility & Innovation: The flexibility to quickly adapt to changing regulations and client needs

Our independent status enables us to maintain complete dedication to retirement plan services, ensuring our team, technology, and resources are focused exclusively on delivering exceptional value to our clients.

Partner With Us

Experience the P&A difference - expertise, integrity, and service excellence in retirement plan administration

Contact Us Today