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PEI-ShieldSM Program Management

As part of the PEI-ShieldSM, PEI works closely with clients to identify the unique requirements of each plan and develop a customized sequence of services. Each customized program is implemented by the PEI team, led by a Senior Consultant, who facilitates a prudent process through education and documentation.

Our difference is demonstrated in how we:

  • Customize a comprehensive program to ensure the fulfillment of fiduciary responsibilities

  • Maintain an in-house team with broad industry experience, requiring diverse industry knowledge

  • Assign an expert team of individuals to each client who operate as a cohesive unit