Warren, New Jersey, April 30, 2015 – Portfolio Evaluations, Inc. (PEI)one of the country’s leading institutional investment consulting firms, is pleased to announce David Hudak, QKA, QPFC, Senior Investment Consultant at PEI, will be presenting at the “Audits of Employee Benefit Plans” conference on May 7, 2015.
David, along with David R. Dacey, CPA, WithumSmith+Brown PC, will be presenting at the session entitled “Fiduciary Developments for 2015 Plan Audits.” The session will discuss developments related to ERISA spending accounts, self-directed brokerage accounts, auto-enrollment and escalation, and other issues. To learn more about the conference, click here.
David Hudak serves as the lead consultant for clients nationwide. He works with defined contribution, defined benefit, endowment, and foundation clients. David has extensive experience with all aspects of fiduciary oversight, including investment committee charters, investment policy statements, performance evaluation, investment manager due diligence, vendor selection, and fee benchmarking.
Founded in 1898, the New Jersey Society of Certified Public Accountants (NJCPA) is the largest professional organization serving the needs of Garden State CPAs and aspiring CPAs. With a membership of more than 15,000, the NJCPA represents the majority of New Jersey CPAs in public practice, business & industry, government and education. They support members through a variety of education, networking, leadership and volunteer initiatives.
Portfolio Evaluations, Inc. is a privately-owned consulting firm focused on providing institutional investment and retirement plan consulting services. Founded in 1992, PEI operates in an independent, non-affiliated capacity to provide advice, guidance, direction, and education to the fiduciaries of institutional investment programs. Clients include both private and public entities including corporations, non-profit institutions, endowments & foundations, governments and municipalities, unions, and board designated groups.