Request a Proposal

PEI to Moderate at the PLANSPONSOR National Conference

Warren, New Jersey, April 5, 2015 – Portfolio Evaluations, Inc.’s (PEI) Attila Toth, Partner and Co-founder, will be a moderator at the PLANSPONSOR National Conference on June 3, 2015. Attila will be a moderator for the session entitled, “Managing Administrative and Investment Fees.”

This session will cover the following topics:

  • What are the best ways to benchmark plan fees?
  • What types of fees should plan sponsors look out for?
  • How can plan sponsors renegotiate fees?

This year’s conference will focus on identifying key priorities for retirement plan success and cover topics relevant to plans of all sizes and across all areas of plan administration—whether Treasury or human resources, investment or administrative committees. The conference will be located at the Fairmont Chicago, Millennium Park. For more information on the
conference and to register click here.

About 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. Clients include both private and public entities including corporations, non-profit institutions, endowments & foundations, governments and municipalities, unions, and board designated groups.