Warren, New Jersey March 4, 2016—Portfolio Evaluations, Inc. to present at the Committee on Investment of Employee Benefit Assets’s (CIEBA’s) first Lunch-and-Learn Webinar of 2016, on Wednesday, March 16, from 12:00 to 1:00 PM EDT to discuss the emerging litigation in defined contribution plans. To learn more or register for the event, click here.
David N. Levine is a principal at Groom Law Group, Chartered. He advises plan sponsors, advisors, and other service providers on a wide range of employee benefits matters, from retirement and executive compensation to health and welfare plan matters.
Mr. Levine’s areas of service include: the redesign of complex retirement, executive, and health and welfare plans; ongoing, day-to-day counseling of plan sponsors; in-depth compliance reviews of corporate and governmental benefit programs; and representation of tax-exempt organizations with respect to issues involving corporate governance, executive compensation, and unrelated business income tax liability.
Attila Toth is a Partner and Co-Founder of Portfolio Evaluations, Inc. He has over 26 years of consulting experience working with a broad range of clients. Mr. Toth’s responsibility is advising retirement plan committees of participant and trustee directed plans on all phases of their fiduciary responsibility. He is a member of the senior management team, which oversees the firm’s strategic initiatives.
In 2013 and 2014, Mr. Toth was featured in PLANADVISER’s list of Top 100 Retirement Plan Advisers. This list consists of advisers and adviser teams competing for the annual PLANSPONSOR Retirement Plan Adviser and Adviser Team of the Year Awards. Mr. Toth earned a BS in Business Administration from Saint Francis University. He is a member of the Plan Sponsor Council of America and the Society for Human Resource Management.
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.