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News and Events

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

2016 PLANSPONSOR National Conference

Attila Toth, Partner and Co-Founder, will be moderating at the PLANSPONSOR National Conference on June 16, 2016. Attila will be moderating the “DC Plan Investment Menu Trends” session, covering: Collective Investment Trusts White Labeling Shrinking the Fund Menu Brokerage Windows Click here to learn more and register for the event.

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Michael Sasso and Jean Martone Quoted by PlanSponsor

Factors Included in Fee Decisions An excerpt from an article by PlanSponsor featuring quotes from PEI partner and co-founder Michael Sasso and group director Jean Martone. By Rebecca Moore “Retirement plan fee litigation has heightened plan sponsors’ interest in their fiduciary responsibilities regarding fees, noted Michael Sasso, partner and co-founder of Portfolio Evaluations, Inc. So […]

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Complimentary Seminar: Is Your Employee Benefit Plan Compliant?

Join Norris McLaughlin & Marcus, P.A., EisnerAmper LLP, and Portfolio Evaluations, Inc. as they identify some of the ongoing regulatory, compliance and operational issues surrounding employee benefit plans and share best practices for prevention, detection and correction. CPE credit is available. Presented by: Charles A. Bruder, Co-Chair of the Executive Compensation & Employee Benefits Group at Norris McLaughlin […]

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