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Fiduciary Education

Proper fiduciary education provides knowledge and awareness to fiduciaries on how to best meet their roles and responsibilities. PEI’s independence provides a vantage point to ensure that the duties set forth by ERISA and other governmental organizations are carried out and that fiduciaries are protected. PEI can provide stand alone education or work with outside ERISA counsel. We use various forms of media to deliver these messages (presentations, white papers, newsletters, email alerts, and reports). This process will assure that decisions are made in a responsible and ethical manner.

Our difference is demonstrated in how we:

  • Provide independent and unbiased education to all fiduciaries

  • Inform fiduciaries on what best practices should be followed

  • Continuously evolve our processes for clear communication

Additional Resources:


How to Select an Investment Adviser: An Essential Guide

Plan sponsors need to know hot to narrow down the sea of investment advisers to an independent expert who acts only in the best interest of your plan and plan's participants.  Selecting an adviser in any other capacity can lead you down a dangerous fiduciary path.

View the step-by-step presentation, "How to Select an Investment Adviser", to learn what to look out for when making this important decision. 

View the video presentation.


Examining Income Replacement During Retirement Years In a Defined Contribution Plan System
2012 ERISA Advisory Council Report

As the average US life expectancy increases, plan sponsors have the duty to respond to participant's reitirement security needs and the risk of outliving their retirement income.  Inadequate action to these concerns, or not understanding all of the associated factors, can leave plan sponsors exposed to a breach of fiduciary duty.

The recent report, "Examining Income Replacement During Retirement Years In a Defined Contribution Plan System", published by the DOL's ERISA Advisory Council, takes a closer look at:
  • Factors to consider to adequately respond to various participant needs
  • How to prudently manage fiduciary responsibilities when considering participant requirements
  • Education considerations for plan sponsors and plan participants
  • Challenges participants face when saving for retirement
  • Recommentations for action by the DOL
View the report.