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.
CARES Act Enacted into Law
Participant Reactions to COVID-19 Volatility
Market Observations Amid COVID-19 Outbreak
4Q Economic Review and Outlook
1Q 2020 Target-Date Fund Trends
Reacting to COVID-19 Post CARES Act
How Do Retirees’ Spending Patterns Change Over Time?
Setting Every Community Up for Retirement Enhancement Act of 2019
Regulatory Considerations Regarding the CARES Act
Considerations for Pension Plans in the Current Environment
Asset Returns Weigh on Pension Funded Status
Phasing Out Funding Relief
The DOL Approves New Electronic Disclosure
Extended 2020 Deadlines for Plan Sponsors
Securing Additional Value for Every Retirement Saver (SAVERS) Act
Higher Education Loan Payment and Enhanced Retirement (HELPER) Act
Shell Oil Lawsuit Excessive Fee/Cross Selling Case
Vail Corporation Excessive Fee Case
Princeton University 403(b) Plan Settlement
JP Morgan 401(k) Plan Excessive Fee Settlement
1Q 2020 Economic Review and Outlook
4Q 2019 Economic Review and Outlook
3Q 2019 Economic Review and Outlook
2Q 2019 Economic Review and Outlook
Fixed Income Investing in a Rising Rate Environment
DC In-Plan Retirement Income Solutions — Are We There Yet? (Part II)
DC In-Plan Retirement Income Solutions — Are We There Yet? (Part I)
Maximizing Your Recordkeeper Vendor Relationships
CARES Act Is Enacted Into Law