Our full service retainer relationship is a client customized, turnkey solution designed to improve investment program outcomes, while insulating fiduciaries from liability. This comprehensive suite of services covers fiduciary governance, investment manager due diligence and administrator research and oversight—the core components of every effective retirement plan and investment portfolio.
There's fiduciary insurance, in case something happens, and then there's fiduciary protection, to make sure it doesn't. Learn more about PEI-ShieldSM today: the proactive approach to protecting your retirement plan committee from fiduciary liability.
Founded in 1992, PEI operates in an independent, non-affiliated capacity to provide advice, guidance, direction and education to the fiduciaries of institutional investment programs.
Our only objective is to provide you with unbiased, expert advice, empowering you to make well-informed, prudent decisions in order to achieve your investment objectives.
Our cross-functional experts serve as an extension of your organization to deliver objective advice, educate your fiduciaries and improve the effectiveness of your service providers.
We strive for ethical practices extending beyond our core business. This responsibility is evident in the communities we serve.
Our team members are our most valuable asset. If you are interested in a challenging and rewarding work environment, please reach out to us.
Articles covering relevant defined contribution plan trends we are seeing in the industry and how they may impact your retirement plan.
Articles covering relevant defined benefit plan trends and how they may impact your pension plan.
Periodic updates communicating important regulatory developments to plan sponsors, including those provided by ERISA and other governing bodies.
A review of the litigation environment and ongoing class action lawsuit and settlement news occurring in the industry.
A recap of the current economic environment, covering employment, inflation, asset class performance and GDP, among other topics.
Topical pieces on the industry, ranging from in-depth analysis on investment managers to primers covering the industry landscape.
Better outcomes require actionable information: gain insight into the latest industry developments here.
Compliance Checklist for 2021
Observations on the Current State of Stable Value Funds
Market Observations Amid COVID-19 Outbreak
4Q Economic Review and Outlook
Why Do People Spend the Way They Do in Retirement?
Impacts of COVID-19 on Financial Wellbeing Programs
Having Both a 401(k) Plan and an IRA: How Much Does This Change the Retirement Asset Picture?
Pension Funding Relief Proposal
Pension De‐Risking Remains Strong in 2020
DOL Guidance for Locating Missing Participants
Good News for Public Pension Plans
DOL Issues Missing Participant Guidance
Securing a Strong Retirement Act of 2020
403(b) Plan Terminations
Consolidated Appropriations Act , 2021
American Trust Account Security Lawsuit
DST Systems Settlement
Takeda Pharmaceuticals Case
Rollins/Western Industries Dismissal
4Q 2020 Economic Review and Outlook
November 2020 Post Election Economic Update
October 2020 Economic Update
3Q 2020 Economic Review and Outlook
The Benefits of Enacting a Plan Sponsor Philosophy
Plan Sponsor Annual Checkup
A Framework for Key Recordkeeping Fee Decisions
Fixed Income Investing in a Rising Rate Environment
What Does the Vanguard Partnership with Infosys Mean for My Plan? A Q&A Assessment
CARES Act Is Enacted Into Law