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News and Events

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

Advisers Giving Back: Attila Toth and Portfolio Evaluations

PEI Partner and Co-Founder Attila Toth was featured in the "Advisers Giving Back" series by PlanAdviser Magazine. "Our giving efforts are all about ... giving back to the communities we all care deeply about,” says Partner Attila Toth.

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The CARES Act: What are Plan Sponsors, Participants and Plan Providers Doing?

In case you missed it, the webinar replay is now available. Hear PEI's real-world insights into how others in the industry are reacting to the CARES Act.

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PEI Ranks #2 on the Barron’s 2020 List of Top 50 Institutional Consulting Teams

PEI is proud to be recognized in Barron’s ranking of the “Top 50 Institutional Consulting Teams.” Barron’s launched the ranking last year, and this was PEI’s first appearance, coming in at #2.

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