Oct 11, 2012 --- Portfolio
Evaluations Inc. (PEI) launched a fiduciary protection program, PEI Shield,
which aims to help retirement plan fiduciaries with evolving fiduciary
regulations and requirements. ---
The program provides access to a group of experts to help
develop a customized solution to meet a plan’s specific fiduciary requirements.
Programs are built around plan, investment and service provider management
elements and are based on plan variables such as plan investment structure and
operational design. Users can incorporate existing practices into the program
and add applicable program elements. It also offers continuous education,
informing fiduciaries of the latest requirements.
The teams of experts include the Retirement Plans Consulting
group, Investment Due Diligence group, Investment Consulting group and Client
Features of the program include fiduciary process
management, such as education and regulatory updates; fiduciary plan services,
including investment policy statement (IPS) development and plan fee
benchmarking; fiduciary investment due diligence, such as target-date fund
glide path methodology review and performance evaluation and monitoring; and
fiduciary oversight of provider services, ranging from service provider due
diligence to custodian searches.
The program was founded by Michael Sasso, Attila Toth and
For more information, visit http://porteval.com/our_services/pei-shield.aspx.