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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

On July 24, Marcia Peters, CFA, will be speaking at Opal Group's 2019 Public Funds Summit East in Newport, RI.

On May 2, Michael Sasso was quoted by PlanSponsor regarding his panelist discussion at the PSCA 2019 National Conference.

On April 22, Marcia Peters, CFA, was quoted by Market Group's Institutional Allocator regarding her panelist discussion at the 7th Annual Tri-State Institutional Forum.

Partner Michael Sasso will be a panelist at AII and III's Roundtable on Wednesday, March 6 in Washington, D.C.