LinkedIn Twitter Facebook Youtube Vimeo Get Our Newsletter

Who We Serve

Our team guides clients on how to best meet fiduciary responsibilities. We provide guidance to various organizations throughout the United States, Canada, and Puerto Rico including corporations, government agencies, non-profit, tribal organizations, and unions.

PEI has over twenty-four years of experience consulting to clients, including:

• Defined Contribution Plans:
    • 401(k) Plans
    • 403(b) Plans
    • 457 Plans
    • NQ Deferred Compensation


  • ​Defined Benefit Plans
  • Endowments & Foundations
  • Family Offices
  • Taft-Hartley
  • Tribal Nations