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PLANADVISER’S 2014 National Conference

Warren, New Jersey, August 26, 2014 – On Tuesday, September 16, 2014, Attila Toth, Partner and Co-Founder, will be speaking at the 2014 PLANADVISER National Conference (PANC) in Orlando, Florida.

Attila will be part of the panelist discussion on plan fees, including:

  • What are the most common fee ranges for plans of various sizes?
  • Are most retirement plan advisers moving to flat fees in this age of fee compression?
  • If so, which services are bundled into the flat fees and which are offered separately a la carte?

Attila is a Partner and Co-Founder of Portfolio Evaluations, Inc. He has over 26 years of consulting experience working with a broad range of clients. Attila’s responsibility is advising retirement plan committees of participant and trustee directed plans on all phases of their fiduciary responsibility. Attila is a member of the senior management team, which oversees the firm’s strategic initiatives.

About PLANADVISER National Conference 
The PLANADVISER National Conference is the leading event to help retirement plan advisers to remain competitive in this environment and continue to serve plan sponsors and participants. PLANADVISER was the first dedicated publication solely for specialist advisers who sell and service qualified and non-qualified retirement plans, and the PLANADVISER National Conference remains the industry’s most dynamic and insightful gathering of the nation’s premier retirement plan advisers.

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. PEI has offices nationwide to service client needs. Clients include both private and public entities including corporations, non-profit institutions, endowments & foundations, governments and municipalities, unions, and board designated groups.