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Constant changes to regulations leave plan fiduciaries with a growing list of challenges. These burdens increase the risk of fiduciary breaches and subsequent litigation. The PEI-ShieldSM protects plan fiduciaries from these burdens.

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Portfolio Evaluations, Inc. is a privately-owned consulting firm focused on providing institutional investment and retirement plan consulting services.

News & Events

PEI Named to PLANADVISER's 2018 Top 100 Retirement Plan Advisers List

Marcia Peters, CFA to speak at the Sixth Annual Institutional Investor Forum on March 7 and the Second Annual Institutional Investment Consulting Roundtable on March 15

Michael Sasso published by PSCA with "DC In-Plan Retirement Income Solutions—Are We There Yet?", as originally included in their Winter 2017 issue of Defined Contribution Insights

Michael Sasso quoted by iMoneyNet in the Money Market Insight, September 2017 Edition