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The team regularly presents at educational seminars and is often quoted by leading industry publications.

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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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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PEI Named Top 2020 DC Advisor by the National Association of Plan Advisors

PEI is pleased to announce it has been named to the National Association of Plan Advisors (NAPA) 2020 list of Top Defined Contribution (DC) Advisor Multi-Office Firms.

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