· Initial plan performance review for existing plans. · Creation and ongoing maintenance of Plan Investment Policy statement. ·Formulation of appropriate asset allocation strategy to meet the plans stated return requirements. ·Investment manager review(s) and searches. ·Continuous review of portfolio returns and expense management. ·Independent monthly performance reconciliations and updates utilizing proprietary reporting. · Attendance and presentation by a PFE Investment Consultant at quarterly meetings. · Investment market updates provided monthly and quarterly. ·Dedicated expert staff assigned to each individual plan.
Participant Directed Accounts
·All plan administrative functions including 5500 filing, Plan Education & Plan enrollment ·Investment Policy statement formulation at both the plan and individual participant level. ·Investment strategy formulation. ·Investment selection or review of current mutual funds or investment managers. ·Regular investment portfolio return review and reporting provided at the plan and participant level. ·Continuous investment strategy, industry and portfolio benchmark comparisons. ·Complete record keeping services. ·State of the art plan and participant level online reporting. ·Online access to participant investment tools. ·Multiple levels of fiduciary responsibility.
·Program is designed on a competitive basis to recapture commission dollars generated by your plans investment managers. ·The program operates on a Directed Commission letter requiring “best execution”. ·Commission dollars rightfully belong to the plan. ·PFE’s program monitors all trading activity executed on behalf of the plan and provides monthly execution analysis versus volume weighted average pricing (VWAP). ·Trades executed through brokers that PFE has recapture agreements in place for are captured, recalculated for the commission rebate and reported to the plan monthly. ·Rebated commission dollars are paid back to the plan monthly. ·The plan is afforded an additional level of Trustee or Sponsor fiduciary protection through the services and agreement in place with PFE.
Charitable Foundation and Endowments
Pension Fund Evaluations Inc. offers special arrangements for all of our investment consulting services to qualifying* not for profit endowments and foundations.
Contact us for specific ways we can help your not for profit plan reach all of its financial goals. * PFE reserves the right to determine what we consider a "qualfiying" charity foundation or endowment.
Execution Only Services for money managers and plans sponsors
·PFE has negotiateddiscount commission rates for execution only services. ·Monthly execution analysis versus VWAP. ·Broad selection of executingfirms. ·Cost saving that are superior to most industry standards
“At PFE we can tailor our services to complement any business model or existing affiliations you may be currently aligned with to help your plan become more efficient”