Due diligence, investment performance review, fiduciary responsibility, cost management, market analysis, are just some of the challenges professionals who are associated with overseeing client assets should be concerned about every day.PFE has the tools and expertise to help reduce these concerns and provide the expert oversight necessary to make sure all persons responsible for dealing with your clients assets are providing the most effective solutions and services.With over 37 years in business and 120 years of combined financial oversight experience our professional staff can custom tailor our services to fit all of your clients needs.We can help you create and manage new plans, review existing plans to make sure they are optimizing investment returns, effectively managing expenses, actuarial requirementsand add extra levels of fiduciary oversight.Our services range from third party administration functions to investment policy management, asset allocation, investment manager searches and reviews, complete record keeping functions, independent performance tracking and reporting, market analysis summaries, benchmark analysis and commission recapture. Our monthly independent performance tracking and reporting service combined with quarterly plan sponsor meetings attended by one of our investment consultants differentiates our services from standalone plans and provides a low cost additional level of fiduciary responsibility that every plan deserves.With continuous changes occurring in the regulatory environment, extra emphasis on fiduciary responsibilities, ever changing and challenging global markets and more demanding client expectations let PFE help your professional service exceed your clients expectations.
How can PFE help your clients.
·Confidential reviews for existing plans. ·Complimentary initial counseling for new plans. ·Complete (Turnkey) plan services or custom tailored to meet any or all of your plans servicing needs. ·120 years of combined financial oversight experience. ·Added level of fiduciary responsibility and performance oversight that your clients might not be getting today. ·Complete review of a plans QDIA options. ·We identify cost saving opportunities and constantly monitor ongoing plan expenses versus industry standards and ERISA requirements where applicable. ·Extensive alliances with quality financial service providers and asset managers. ·Monthly performance reporting and quarterly plan sponsor meetings. ·Constant reviews of new and existing financial services, asset manager performance and market developments. ·Competitive pricing.
“Your clients deserve the most oversight for their plan assets as can be provided in the most prudent manner.PFE can provide that oversight today”