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Fiduciary Training and Education

Proper fiduciary education provides knowledge and awareness to investment committees on how to best fulfill their roles and responsibilities. PEI’s independence provides a vantage point to ensure that the duties set forth by ERISA and other governmental organizations are carried out and that fiduciaries are protected. We can provide stand alone education or work with outside ERISA counsel.

We use various forms of media to deliver these messages, including presentations, white papers, newsletters, email alerts, and reports. This process will assure that decisions are made in a responsible and ethical manner.

Our difference is demonstrated in how we:

  • Provide independent and unbiased education
  • Inform fiduciaries on what best practices should be followed
  • Continuously evolve our processes for clear communication