Portfolio Evaluations, Inc. (PEI), an institutional investment and retirement plan consulting firm, is pleased to announce it has been named as one of the 2019 PLANADVISER Top 100 Retirement Plan Advisers.
The list is an annual grouping of adviser individuals and teams that stand out in the industry in terms of a series of quantitative measures. These include the dollar value of qualified plan assets under administration (AUA), as well as the number of plans under advisement. PEI was recognized in the “Mega Teams With $12 Billion or More in Retirement Plan Assets Under Advisement” segment.
“Our dedication to client servicing and tailored solutions has enabled us to achieve steady, organic growth since inception,” says Partner and Co-Founder Michael Sasso. “We appreciate being recognized for our work in this competitive marketplace.”
The Top 100 Retirement Plan Advisers is segmented into four groups based on the number of advisers and number of total employees including support staff: Individual advisers are one adviser with support staff; a small team comprises of two or more advisers and support staff, the total not exceeding 10; a large team is a group of 11 to 35 advisers and support staff; mega teams have 36 or more team members. For additional details on the methodology see here.
About the PLANADVISER Top 100
The “PLANADVISER Top 100 Retirement Plan Advisers” list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. For an adviser to be eligible for recognition in this year’s Top 100, he had to submit a completed entry to our 2018 Retirement Plan Adviser Survey, which was fielded this past September. A sub-segment of the questions was used to determine eligibility for the Top 100.
Through its magazine, website, events and email newsletter, PLANADVISER, a part of Strategic Insight, provides comprehensive industry news, regulatory and investment information, research and training to financial advisers who specialize in the sale, design and administration of institutional qualified and non-qualified retirement plans and executive compensation plans, including 401(k), defined benefit and deferred compensation plans. For more information, please visit www.planadviser.com.
About Portfolio Evaluations, Inc.
Portfolio Evaluations, Inc. (PEI) is a privately-owned consulting firm focused on providing institutional investment and retirement plan consulting services. Founded in 1992, PEI operates in an independent, non-affiliated capacity to provide advice, guidance, direction and education to the fiduciaries of institutional investment programs. PEI has a proven track record with 221 client relationships and over $70 billion in assets under advisement. Clients include both private and public entities, including corporations, non-profit institutions, endowments & foundations, governments and municipalities, unions and board designated groups.