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News and Events

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

Inside ETFs Conference

Senior Consultant Edward Landsman will be speaking at the Inside ETFs conference on Tuesday, February 12, 2019 in Hollywood, Florida, where he will be a panelist discussing (as per the agenda): Hiring and Firing Investment Managers: What Institutional Investors Look For Selection, hiring and firing of managers is the most important part of the investment […]

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PEI Welcomes New Senior Consultant Duncan McNiff to the Team

Warren, New Jersey (February 12, 2019)—Portfolio Evaluations, Inc. (PEI), an institutional investment and retirement plan consulting firm, announces the addition of Senior Consultant Duncan McNiff to the team. Duncan brings over a decade of experience in the retirement plans industry working with 403(b), 401(k) and non-qualified plan sponsors. “We are pleased to have Duncan join […]

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Great Lakes Area Tax Exempt / Governmental Entities (TE/GE) Council 

Michael Sasso, Partner, and Jennifer Putney, Director, will be discussing the rules and guidance regarding fees with respect to 401(k) plans. Topics to be covered will include: Review and update of fee litigation landscape Discuss the different ways to pay for the plan’s expenses Explore the different types of pricing models How do you determine the reasonableness […]

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