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Participant Education

Developing and implementing an effective participant education strategy are critical steps towards achieving the plan’s goals and objectives. PEI partners with clients and vendors to establish goals and to develop an effective participant education curriculum. Our recommended approach focuses on the selection of the optimal asset allocation and savings rate, the management of risk, and the building of long-term investment portfolios. Through the partnership with the service provider, PEI complements the provider’s education initiatives and identifies opportunities to best meet the plan’s objectives.

Our difference is demonstrated in how we:

  • Evaluate the participant education strategy, implementation, and results on an on-going basis

  • Facilitate an action plan that provides new and relevant value to the participant education strategy