Request a Proposal

News

The team regularly presents at educational seminars and is often quoted by leading industry publications.

PEI Named Top 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) list of Top Defined Contribution (DC) Advisor Multi-Office Firms.

Read More

PEI Ranks #32 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, 2019).

Read More

Attila Toth Named to the FT 2019 Top 401 Retirement Plan Advisors List

Attila Toth, Partner and Co-Founder, has been named to the Financial Times 2019 Top 401 Retirement Plan Advisors list. The list was published in a special report on ft.com.

Read More