Peter Gialames

About Peter Gialames

With over 27 years of qualified retirement plan knowledge and experience coupled with the appropriate industry designations, I am prepared to help startups and well-established qualified retirement plans and plan sponsors work towards their retirement plan design and implementation goals. By leveraging the business framework and values instilled by my father in the mid-1970’s and enhanced by our alliance with RPAG, I am prepared to provide plan sponsors and plan participants a retirement plan solution complete with Investment Analysis (including Target Date Funds Analysis), Fee Benchmarking, Plan Design, Plan Sponsor Education, Participant Education, Fiduciary Education, Financial Wellness Programs and ERISA Compliance.My hands on approach and documented process allows me to assist plan sponsors directly in plan design, fiduciary education and to provide plan participants with the best opportunity to have a positive financial outcome. In today’s complex retirement plan market, I believe access to one’s plan sponsor advisor is the minimum service requirement. As a specialized ERISA advisor, I am available to help plan sponsors navigate the ever-changing landscape of new regulations, to make sure your plan is adhering to the most current ERISA and Department of Labor (DOL) guidelines.As an Accredited Investment Fiduciary (AIF®), I operate with your best interest in mind. To stay current, I have access to the most current industry thinking, technology, products, and regulatory environment through my affiliation with LPL Financial and RPAG.As a member of the Retirement Plan Advisory Group (RPAG), an alliance of accomplished defined contribution advisors representing retirement plans, 4 million plus participants engaged with $500 billion in collective Assets Under Influence. I have access to the knowledge base and tool set to handle the most complex retirement plan situation.Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Experience

1. Rpag Member

   Peter Gialames Associates, Inc

   Apr 2018 — Present · Pittsburgh, PA, US

   As a member of the Retirement Plan Advisory Group (RPAG), an exclusive limited membership organization, I can take advantage of their technology-driven platform of proprietary tools and services including robust investment analytics, comprehensive plan reviews, and exhaustive vendor search capabilities allowing me to provide my plan sponsor clients with industry-leading retirement plan consulting services. In addition to having access to RPAG’s retirement plan management platform, I’m able to stay current on retirement plan developments and issues by having access to retirement plan experts throughout the U.S. that service over plans, more than $500B in assets under influence, and more than 5 million plan participants. Among the technology platforms available to me is the RPAG Scorecard System, an institutional investment due diligence system designed to research and evaluate fund managers and investment strategies. The system subjects every strategy and fund to a comprehensive grading rubric more detailed and comprehensive than the commonly used Morningstar model. After receiving a numeric score, the fund is marked for further analysis or possible replacement along with listing a likely successor fund. Additional platforms are Provider Benchmarking Analysis (B3), Fiduciary Investment Review (FIR), Fiduciary Fitness Program, PLANavigator, Plan Asset Link, TDF Analyzer - aligns your TDF selection process with recent DOL guidelines and Compensation Benchmarking Calculator.

Education

• Washington & Jefferson College

  Bachelor's Degree, Accounting

  1989 — 1993