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Culture and Community

We strive for ethical practices extending beyond our core business, as evident in the communities we serve.

Community Outreach

Since inception, PEI has made a concerted effort to enrich the communities in which we live and work by supporting the causes close to the hearts of our employees and friends. This mindset is central to our history and philosophy, as it extends past our office walls.

PEI’s philanthropic efforts have been directed to benefit organizations such as The March of Dimes, The Community Food Bank of New Jersey, UNICEF, The Wounded Warrior Project, Toys for Tots, Family Adoption with NJ 101.5, Market Street Mission, Boys and Girls Club of America, Somerset County Park Commission, Weinberg Regional Food Bank and The Family Services of Morris County.

Code of Ethics

Our fiduciary responsibility is part of our contractual relationship with our clients. We have adopted the CFA Code of Conduct. These policies highlight the importance of professionalism, integrity, independence, and duty of loyalty.

Sustainability

The road to PEI’s success in business practices does not stop with our services; it transcends everything that we do. As a company, we aim to operate in a manner that has minimal impact on our natural environment.

Energy efficient lighting and technologies are visible in our offices. We are firm believers in recycling and our team members are encouraged to use recycling bins. These efforts assist to reduce our carbon footprint.

Our clients have joined us in an effort to reduce paper usage. Many clients have opted to receive reports and presentations electronically. This shift away from hard copy materials dramatically reduces the amount of paper output each year.

Professional Affiliations & Educational Growth

To better serve our clients, we are involved in many industry groups and various educational opportunities. Through these affiliations the PEI team is often in the field speaking or moderating a panel discussion at an industry conference.

Our team members are affiliated with organizations such as:

  • US Department of Labor
  • ERISA Advisory Council
  • CFA Institute (CFAI)
  • Profit Sharing Council of America (PSCA)
  • National Association of College and University Business Officers (NACUBO)
  • American Society of Pension Professionals & Actuaries (ASPPA)
  • New York Society of Security Analysts (NYSSA)
  • International Society of Employee Benefits

PEI team members have spoken at conferences sponsored by organizations such as:

  • Pensions & Investments
  • Profit Sharing Council of America (PSCA)
  • State and Local Government Benefits Associations (SALGBA)
  • Mid-Sided Retirement & Pension Plan Management Conferences
  • Southern Employee Benefits Conference
  • Plansponsor
  • Institutional Investor
  • Financial Executives International (FEI)

Many team members maintain certifications and advanced degrees, increasing their knowledge and underscoring their commitment to their profession.

Social Responsibility

We believe it is our social responsibility to serve the local community. This mindset is central to our history and philosophy as it extends past our office walls.

PEI’s philanthropic efforts have been directed to benefit organizations such as The March of Dimes, The Community Food Bank of New Jersey, UNICEF, The Wounded Warrior Project, Toys for Tots, Family Adoption with NJ 101.5, Boys and Girls Club of America, Weinberg Regional Food Bank and The Family Services of Morris County.  See us in action.