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News and Events

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

Michael Sasso Appointed to PSCA’s Board of Directors

Warren, New Jersey, November 6, 2015 – Portfolio Evaluations, Inc. (PEI), one of the country’s leading institutional investment consulting firms, is pleased to announce Michael Sasso, Partner and Co-Founder of PEI, has been appointed to the Plan Sponsor Council of America’s (PSCA) Board of Directors. Michael has over 30 years of industry experience. He provides […]

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Financial Times 2015 Top 401 Retirement Plan Advisors List

Warren, New Jersey, July 2, 2015 – Portfolio Evaluations, Inc. (PEI), one of the country’s leading institutional investment consulting firms, is pleased to announce Attila Toth, Partner and Co-Founder, has been named in the inaugural 2015 Financial Times Top 401 Retirement Plan Advisors list. Attila was selected from roughly 650 elite plan advisors who met […]

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WISER Forum: Expanding Savings and Retirement Opportunities

Warren, New Jersey, June 24, 2015 – Portfolio Evaluations, Inc. (PEI), one of the country’s leading institutional investment consulting firms, is pleased to announce Jean Martone, Director, Retirement Plans Consulting Group at Portfolio Evaluations, Inc., will be a participant on the panel, State Savings Opportunities: Solution or Burden? at the WISER Forum: Expanding Savings and […]

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