Portfolio Evaluations, Inc. (PEI) is pleased to announce that Duncan McNiff, Senior Consultant, has received the “Excellence in Benefits” Award for “Excellence in Advising” by Employee Benefits News (EBN). The list recognizes “13 business leaders who set out each day to serve,” as per EBN.
An excerpt from EBN‘s article on Duncan is below, with the full article, as originally published on the Employee Benefit News website on September 13, 2021, available for reading here.
Excellence in advising: This consultant unlocks the path to retirement
By Deanna Cuadra
“What happens when you turn 65 years old?
It’s a question Duncan McNiff aims to answer every day. As a senior consultant at Portfolio Evaluations, he’s spent his career helping companies prepare their employees for retirement — a challenge that was magnified throughout a pandemic that brought widespread layoffs and terminations. McNiff shifted gears to educate his clients on ways to help their soon-to-be former employees access savings, from explaining unemployment insurance to spotlighting flexibility in 401(k) plans and even advocating for more generous hardship-withdrawal rules.”
‘It’s an industry where most people really want to do the right thing,’ says McNiff. ‘But honestly, they don’t know where to start.’ “
Employee Benefit News (EBN) is a media resource that benefit professionals rely on to navigate the complexities of employee benefit planning and delivery. EBN helps benefit managers meet the challenges of reducing care costs, improving retirement plan options, developing voluntary benefits packages, and complying with state and federal regulations. EBN helps benefit executives hone their expertise and effectively support their companies’ strategic objectives.
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.