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  • 29

    years of experience

  • $85B

    assets under advisement

  • 97%

    client satisfaction rate

  • >200

    client relationships

  • 29

    years of experience

  • $85B

    assets under advisement

  • 97%

    client satisfaction rate

  • >200

    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
Institutional Investor’s Annual Retirement Plan Advisor Summit

On Thursday, September 30, 2021, Michael Sasso, Partner, will be moderating a panel discussion on “ERISA Laws – What is Coming Down the Pipeline with This New Administration.”Michael Sasso,

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News
Duncan McNiff Receives “Excellence in Benefits” Award for “Excellence in Advising” by Employee Benefits News

PEI is pleased to announce that Duncan McNiff, Senior Consultant, has Received the "Excellence in Benefits" Award for "Excellence in Advising" by Employee Benefits News.

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News
PEI Named to 2021 PLANADVISER Top 100 Retirement Plan Advisers List

PEI has been named as one of the 2021 PLANADVISER Top 100 Retirement Plan Advisers, being recognized in the "Mega Teams With more Than 350 Retirement Plans Under Advisement" segment.

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Events
Portfolio Summits Pension, Endowment and Foundation Summit

Marcia Peters, CFA, will be a speaker at the Portfolio Summits Pension, Endowment and Foundation Summit on July 22, 2021. Marcia will be moderating the discussion, "Market Outlook Roundtable & Response to COVID-19."

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News Archive

White Paper

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

Fiduciary Liability Insurance

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DB Industry Insights

U.S. Defined Benefit Plans By The Numbers

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DB Industry Insights

Rising Interest Rates Stand in Way of Pension Funding

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Regulatory Updates

Improving Access to Retirement Savings Act

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Economic Reviews

2Q 2021 Economic Review and Outlook

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Resource Center