Request a Proposal

News and Events

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

Attila Toth Quoted by Bloomberg BNA

ACA Fueled Dramatic Change for ERISA, Future Remains Uncertain An excerpt from an article by Bloomberg BNA featuring a quote from PEI partner and co-founder Attla Toth. By Tawny Elgatian “The use of Automatic Enrollment and automatic escalation in DC Plans has been on the rise for several years. Plan sponsors incorporate ‘auto features’ into […]

Read More

PLANADVISER’S 2014 National Conference

Warren, New Jersey, August 26, 2014 – On Tuesday, September 16, 2014, Attila Toth, Partner and Co-Founder, will be speaking at the 2014 PLANADVISER National Conference (PANC) in Orlando, Florida. Attila will be part of the panelist discussion on plan fees, including: What are the most common fee ranges for plans of various sizes? Are […]

See Event

PEI Welcomes Brian Cassidy and Lorice Bianchi to the Firm

Warren, New Jersey, July 11, 2014 – Portfolio Evaluations, Inc. (PEI), one of the country’s leading institutional investment consulting firms is pleased to announce new additions, Lorice Bianchi, Senior Consultant and Brian Cassidy, Senior Investment Analyst to the PEI team. Lorice will be working within PEI’s Research Group as a Senior Research Consultant also having […]

Read More