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 20 years of experience serving consulting on various plan types such as:

• Defined Contribution
• Defined Benefit
• Endowments & Foundations
• Non-Qualified Deferred Compensation
• Taft-Hartley
• Board Designated Plans