The team regularly presents at educational seminars and is often quoted by leading industry publications.
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
Advisers Giving Back: Attila Toth and Portfolio Evaluations
PEI Partner and Co-Founder Attila Toth was featured in the "Advisers Giving Back" series by PlanAdviser Magazine. "Our giving efforts are all about ... giving back to the communities we all care deeply about,” says Partner Attila Toth.Read More
PEI Ranks #2 on the Barron’s 2020 List of Top 50 Institutional Consulting Teams
PEI is proud to be recognized in Barron’s ranking of the “Top 50 Institutional Consulting Teams.” Barron’s launched the ranking last year, and this was PEI’s first appearance, coming in at #2.Read More