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The PFE Group

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The PFE Group

Overview:

Since 1996, The PFE Group has been helping plan sponsors with the myriad of activities associated with operating qualified and non-qualified retirement plans. Be it fiduciary oversight, plan design, or evaluation and selection of administrative vendors and investment managers, PFE has the in-depth experience and objectivity to get the job done on time and on budget. Our goal for every client is the same: an ERISA compliant plan, which provides below market cost administration and best in class investment managers.
Investment Advisory

Our investment consultants provide investment counsel to more than forty qualified and non-qualified retirement plans totaling over $8 billion in plan assets. We support ERISA administrative committees by confirming and monitoring ERISA fiduciary compliance, conducting investment manager evaluations (search & selection), and monitoring and reporting on plan and manager performance on an ongoing basis. PFE is proud to acknowledge it is an ERISA fiduciary of every plan it advises.
Provider Search

We provide comprehensive and objective management of the search process, including administration needs assessment (in-source/out-source/co-source), provider review and negotiations, selection and conversion. Our management of the search process and provider review frees the plan sponsor to focus on the best service options available and significantly reduces the time required to complete a search for a new retirement plan provider.
Plan Design & Compliance

We consult and guide sponsors through the complex plan design and related regulatory environment. We work directly with your ERISA counsel to address options and issues, before they become problems.
Financial Education

Our workshops and individual counseling sessions are designed to help employees understand and weigh the financial implications of action as well as the additional cost of inaction. The PFE Group does not sell investments or other financial products; nor do we solicit participants as individual clients. Presenters of The PFE Group's programs are credentialed financial planners and seasoned financial educators whose primary mission is to motivate participants to take charge of their personal finances.
Employee Communications

Our communications consultants develop clear, concise, cohesive communications essential when promoting plan features, benefits, and changes. Working with plan sponsors, we produce communication strategies and materials that reinforce the value of the company's benefits program and enable employees to make decisions with confidence.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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