Request a Proposal

News and Events

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

Partner Attila Toth Quoted by FiduciaryNews.com

Partner and Co-Founder Attila Toth Quoted by FiduciaryNews in, "How Do 401k Plan Sponsors Administer the Plan From Home?"

Read More

Eighth Annual Tri-State Institutional Forum

Marcia Peters, CFA, Chief Investment Officer, will be speaking at the Eighth Annual Tri-State Institutional Forum on March 18 in NYC, covering the macro outlook and global asset allocation decisions.

See Event

PEI Named Top 2019 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) list of Top Defined Contribution (DC) Advisor Multi-Office Firms.

Read More