Request a Proposal

PEI Named Top DC Advisor by the National Association of Plan Advisors

Portfolio Evaluations, Inc. (PEI), an institutional investment and retirement plan consulting firm, is pleased to announce it has been named to the National Association of Plan Advisors (NAPA) list of Top Defined Contribution (DC) Advisor Multi-Office Firms.

According to the corresponding press release by Nevin Adams, Chief Content Officer of the American Retirement Association, and Editor-in-Chief of NAPA-Net, the NAPA lists are a “Who’s Who of who matters in the world of retirement plans and retirement plan advisors.”

“For over 27 years, we have provided our clients with unbiased, expert advice, empowering their committees to make well-informed, prudent decisions,” said PEI Partner and Co-Founder Michael Sasso. “We are proud to be recognized by NAPA for this work, as a ‘who’s who’ in the industry.”

This year’s list, which focuses on organizations with at least $1 billion in assets under advisement (AUA), represents more than $2 trillion in DC assets.  It will be published in the Spring issue of NAPA Net, the Magazine, and is currently available online at https://www.napa-net.org/industry-intel/accolades/top-dc-advisor-firms.


About Portfolio Evaluations, Inc.

Portfolio Evaluations, Inc. 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. Clients include both private and public entities including corporations, non-profit institutions, endowments & foundations, governments and municipalities, unions, and board designated groups. For additional information visit www.porteval.com.

About the National Association of Plan Advisors

The National Association of Plan Advisors was created by and for retirement plan advisors. Membership is also open to other retirement industry professionals who support the interests of plan advisors. NAPA is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors. NAPA is part of the American Retirement Association, based in the Washington, D.C. area. More information about NAPA is available at napa-net.org.