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Constant changes to regulations leave plan fiduciaries with a growing list of challenges. These burdens increase the risk of fiduciary breaches and subsequent litigation. PEI has a way with its PEI-ShieldSM to protect you from these burdens.

PEI-ShieldSM is a complete fiduciary protection program. It is powered by a professional team of conflict-free experts that work with you to develop a customized solution that meets your plan's specific fiduciary requirements. In this way committees achieve one of the highest levels of fiduciary security, exactly what you need in today's litigious environment.

Fiduciary Process Management

Investment Fiduciary
Fiduciary Education
PEI-ShieldSM Program Management
Committee Meetings
Meeting Agenda & Minutes
Online Fiduciary Documentation Center
Regulatory Updates

Fiduciary Oversight of Provider Services

Plan Statistics Benchmarking
Participant Education Oversight
Vendor Contract Evaluation & Montioring
Service Provider Issue Resolution

Fiduciary Plan Services

Investment Policy Statement (IPS) Development
Investment Committee Charter Development
Investment Menu Design & Review
Plan Fee Benchmarking
Plan Fee Assessment
Plan Fee Education
Service Provider Searches
Custodian Searches
Participant Education
Asset Allocation Analysis
Asset/Liability Analysis

Fiduciary Investment Due Diligence

Performance Evaluation & Monitoring
Investment/IPS Compliance Review
Investment Manager Fee Benchmarking
Investment Manager Search & Selection
TDF Glide Path Methodology Review
QDIA Evaluation
Investment Alerts & Research
Outsourced CIO Review


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PEI can service your other fiduciary plan-related needs. Contact us for Special Projects