News and Events
The team regularly presents at educational seminars and is often quoted by leading industry publications.
PEI and the Community FoodBank of New Jersey Work Together to Feed the Hungry
Warren, New Jersey March 28, 2014 – Portfolio Evaluations, Inc. (PEI) joined the Community FoodBank of New Jersey to help feed the hungry. PEI employees, along with their families and friends, packaged 6,700 bags of pasta and then packed them into 420 boxes which will be distributed throughout New Jersey. This is PEI’s third year […]Read More
Attila Toth Named to PLANADVISER’s Top 100 Retirement Plan Advisers List
Warren, New Jersey, February 5, 2014 – Portfolio Evaluations, Inc. (PEI)’s Attila Toth, Partner and Co-founder, made PLANADVISER’s Top 100 Retirement Plan Advisers for 2014. This listing by PLANADVISER consists of advisers and adviser teams competing for the annual PLANSPONSOR Retirement Plan Adviser and Adviser Team of the Year Awards. These awards recognize those who […]Read More
PEI Welcomes Five New Employees
Warren, New Jersey, Portfolio Evaluations, Inc. (PEI) would like to welcome five new employees: Tricia Thompson, Marianne Egan, Greg Schwartz, Alex Leliavski and Andrew Black, as we expand our staff. Patricia (Tricia) Thompson joined our Retirement Plans Consulting Group in November of 2013. With over four years’ experience working with a third-party administrator (TPA) in […]Read More