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News and Events

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

2019 PLANSPONSOR National Conference

PEI Partner Attila Toth will be a panelist at the 2019 PLANSPONSOR National Conference. Attila will be discussing, "How are Different Employee Groups Benefiting From Your DC Plan?"

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Partner Michael Sasso Quoted by PlanSponsor

Michael Sasso, Partner, quoted by PlanSponsor regarding his panelist discussion at the PSCA 2019 National Conference in, "A New Way of Thinking About Retirement ‘Plans’"

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PSCA 2019 National Conference

Join Partner Michael Sasso at PSCA’s 2019 National Conference in Tampa, FL, where he will a panelist discussing, “Retirement Income: From Theory to Practice.” Specifically, Michael will be discussing recent trends with respect to retirement income from both a plan sponsor perspective as well as from a regulatory perspective. Michael Sasso, Partner, Co-Founder, Portfolio Evaluations Jodie […]

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