Request a Proposal

News and Events

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

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.”

See Event

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.

Read More

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.

Read More