The team regularly presents at educational seminars and is often quoted by leading industry publications.
PEI Named Top 2020 DC Advisor by the National Association of Plan Advisors
PEI is pleased to announce it has been named to the National Association of Plan Advisors (NAPA) 2020 list of Top Defined Contribution (DC) Advisor Multi-Office Firms.Read More
PEI Ranks #28 in P&I’s Ranking of Largest Investment Consultants
Portfolio Evaluations, Inc. (PEI) has again been ranked by Pensions & Investments (P&I) as one of the largest investment consultants by worldwide institutional assets under advisement (as of June 30, 2020).Read More
Senior Consultant, Julie Yusko, J.D., Named as EBA’s 2020 Retirement Plan Adviser of the Year
PEI is pleased to announce that Julie Yusko, J.D., Senior Consultant, has been named as the Employee Benefit Adviser (EBA) 2020 Retirement Adviser of the Year. EBA's full profile on Julie has now been published.Read More