Peter Gialames, Aif® Email & Phone Number

Greater Pittsburgh Area

As Vice President of Peter Gialames Associates, Inc. a TPA for qualified retirement plans, I am a strong advocate for the fiduciary process and independent financial advice and guidance.I have a passion for educating businesses and their fiduciaries on how to reduce plan risk and service their plan adhering to ERISA and DOL guidelines.To create the best plan possible for your firm and employees I leverage the B3 Provider Analysis™, a tool representing the three cornerstones of 401(k) plan benchmarking: fees, services, and investment opportunities. This data allows plan fiduciaries to make educated and informed choices of record keeping and investment providers for your plan.Utilizing the Scorecard System Methodology™, the system provides an objective, well-documented fiduciary process for making retirement plan investment decisions using an easy-to-understand, 10-point scoring system.Our Practice Management Portal™ seamlessly connects with your systems. A few reports are:• Integrated benchmarking and RFP reports that enable you to evaluate your plans, fees, services, and investment• Proprietary online portal housing meeting summaries, compliance documents, newsletters, etc.• Aligns your target-date fund selection process with recent DOL guidelinesSecurities 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.

Greater Pittsburgh Region

As an ERISA 3(21) and an ERISA 3(38) Accredited Investment Fiduciary (AIF®) I share investment-related responsibilities as a co-fiduciary for plan investment decisions with the plan sponsors. My concern is for the health of your retirement plan.Understanding that retirement plans require prudent governance by plan sponsors and fiduciaries I leverage our Fiduciary Fitness Program™, an independent compliance tool designed to measure the health of your retirement plan identifying potential weaknesses in the planand remedy through education, diligence, and process. The goals of the program are to:• Identify plan fiduciaries and understand the extent of their specific responsibilities • Attempt to comply with ERISA 404a and 404c • Document the hiring process for service providers and other vendors • Identify parties in interest to the plan and take steps to monitor transactions • Understand major exemptions under ERISA that permits transactions with parties in interest • Review plan documents in light of current plan operations and make necessary updates • Comply with reporting and disclosure requirements • Ensure that individuals are properly bonded and covered by liability insurance and moreThe diagnostic aspect of the FFP ensures everything is in order for safe and secure operation.The Fiduciary Plan Review provides education, documentation and plan metrics to meet fiduciary responsibilities and improve operational efficiency. The review also includes:• Fiduciary Report Card™• Fiduciary Plan Review™• Client Reference Guide™Additionally, we provide a virtual filing cabinet called the Fiduciary Briefcase to securely organize documents pertaining to your 401(k).Skills: Fiduciary Guidance, Plan Oversight, Provider Oversight

Greater Pittsburgh Region

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 60,000 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.

Greater Pittsburgh Area

The Pennsylvania Interscholastic Hockey League, Ltd. is a non-profit organization operating competitive interscholastic hockey programs for the benefit of youth in Pennsylvania and adjacent areas. The express purposes of the Corporation are:• To develop character, sportsmanship and physical fitness among the youth of Pennsylvania and adjacent areas while promoting and encouraging both educational and cultural experiences• To promote equality at all levels of interscholastic ice hockey play and improve the standard of interscholastic ice hockey on a local, state and national level and to support and develop amateur athletics for local, state and national competition• The League believes in the dignity and equal application of all its rules, policies and procedures and discipline for all players and coaches and USA Hockey Association members, regardless of their high school classification• To associate with other amateur hockey associations• To conduct an amateur interscholastic hockey program consistent with the rules and regulations of USA Hockey, Inc.; the Mid-American District Hockey Association; and, as consistent as practicable with the needs of interscholastic hockey, with rules and regulations of any successor(s) to the above• To perform or participate in such other educational activities as may be necessary to facilitate the achievement of the foregoing purposes• To participate in such other activities as permitted by and constituent with these by-laws

Greater Pittsburgh Area

Upper St Clair, Pa

Upper St Clair, Pa

Bachelor'S Degree, Accounting

Education record