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  • 27

    years of experience

  • $75B

    assets under advisement

  • 95%

    client satisfaction rate

  • 221

    client relationships

  • 27

    years of experience

  • $75B

    assets under advisement

  • 95%

    client satisfaction rate

  • 221

    client relationships

How We Help

We provide you with the tools and resources needed for building and maintaining an effective investment program, covering fiduciary governance, investment manager due diligence and administrator research and oversight.

Explore Our Capabilities
Governance

Investment Policy Statement Development / Review

Governance

Fiduciary Training and Education

Investments

Performance Reporting

Investments

Manager Search and Selection

Administration

Fee Benchmarking Studies

Administration

Service Provider Search and Selection

Seamless delivery by specialized experts cover the full spectrum of your needs

  • Fiduciary Consulting Group: Fiduciary Governance
  • Consulting Support Group: Plan and Investment Compliance
  • Investment Research Group: Manager Due Diligence
  • Provider Solutions Group: Administrator Research

A Tenured Team to Guide You

Our cross-functional experts serve as an extension of your committee to deliver objective advice, educate your fiduciaries and improve the effectiveness of your service providers.

See the Entire PEI Team
Partner, Co-Founder
Michael
Sasso
Partner, Co-Founder
Richard
Torbinski
Partner, Co-Founder
Attila
Toth

What's New

Events
Opal Group’s Investment Trends Summit 2020

Marcia Peters, CFA, Chief Investment Officer, will be a panelist at Opal Group's Virtual Investment Trends Summit 2020. Marcia will be discussing, "A Global Macroeconomic and Geopolitical Outlook: State of the Global Economy and International Affairs."

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News
Advisers Giving Back: Attila Toth and Portfolio Evaluations

PEI Partner and Co-Founder Attila Toth was featured in the "Advisers Giving Back" series by PlanAdviser Magazine. "Our giving efforts are all about ... giving back to the communities we all care deeply about,” says Partner Attila Toth.

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Events
The CARES Act: What are Plan Sponsors, Participants and Plan Providers Doing?

In case you missed it, the webinar replay is now available. Hear PEI's real-world insights into how others in the industry are reacting to the CARES Act.

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News
PEI Ranks #2 on the Barron’s 2020 List of Top 50 Institutional Consulting Teams

PEI is proud to be recognized in Barron’s ranking of the “Top 50 Institutional Consulting Teams.” Barron’s launched the ranking last year, and this was PEI’s first appearance, coming in at #2.

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News Archive

White Paper

Cover for Maximizing Your Recordkeeper Relationship Report

Maximizing Your Recordkeeper Relationships

Mid to large-sized DC plans are increasingly threatened by excessive fee litigation. While plan expenses are an important component of any vendor review, fees alone should not be the focus. The DOL makes it clear that fees are to be reviewed in the context of service and overall value.

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Featured Resources

DC Industry Insights

1Q 2020 Target-Date Fund Trends

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DB Industry Insights

Regulatory Considerations Regarding the CARES Act

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Regulatory Updates

Extended 2020 Deadlines for Plan Sponsors

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Economic Reviews

1Q 2020 Economic Review and Outlook

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Special Reports

CARES Act Is Enacted Into Law

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Resource Center