Request a Proposal

PEI Welcomes New Director to the Team

Photo of Jennifer PutneyWarren, New Jersey (August 8, 2017)—Portfolio Evaluations, Inc. (PEI), an institutional investment and retirement plan consulting firm, announces the addition of Jennifer Putney to the team. Jennifer joins PEI in a leadership role as Director of Retirement Plans Consulting, where she will oversee the firm’s service provider research, including the facilitation of fee benchmarking studies and recordkeeping vendor searches on behalf of clients.

“We are excited about the addition of Jennifer to the team. Jennifer brings a wealth of knowledge and experience, which will only enhance our already deep pool of talent to better serve our clients and their retirement programs,” says Partner Michael Sasso.

Jennifer has over 20 years of experience in the retirement plans industry, with extensive knowledge of ERISA, legislative and regulatory issues, and defined contribution plan design for 401(k), 403(b) and 457 plans. Prior to joining the firm, she served as Vice President of the Total Retirement Solutions Marketing Group at Prudential Financial. Jennifer joined Prudential from Transamerica Retirement Solutions (formerly Diversified Investment Advisors) where she ran Participant Communications and Strategy. Prior to her role there, she worked in the Retirement Services Division at Pentegra.

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