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Custodian Search and Selection

PEI deploys a customized search process to find a third-party custodian to fit client needs. We understand that for clients to properly meet their fiduciary responsibilities, the importance of establishing a relationship with the right custodian can be critical. As a result we analyze custodian pricing, reporting capabilities, insurance measures, and trustee services.

Our difference is demonstrated in how we:

  • Maintain a well respected, in-house vendor search team that averages more than 20 years of benefits consulting, plan sponsor, and human resource experience per professional
  • Customize each RFP to address client-specific needs
  • Analyze the custodian’s security measures and system capabilities to handle high volumes of transaction level data