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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.
Portfolio Evaluations, Inc. is a privately-owned consulting firm focused on providing institutional investment and retirement plan consulting services.
Mid-Sized Pension Plans: How to Get Back on Track in 2017
4Q 2016 Market Review
4Q 2016 Regulatory Update
4Q 2016 Litigation Update
Special Report: December Fed Dot Plot Released
The Benefits of Enacting a Plan Sponsor Philosophy
Engaging the Millennial Generation in DC Plans
Marcia Peters, CFA to Speak at the Fifth Annual Tri-State Institutional Investor Forum in New York City on February 22, 2017
David Hudak to Participate in the Sixth Annual ERISA Fiduciary Checkup Webinar on January 25, 2017
On November 29, Marcia Peters, CFA to Speak at the Third Annual Pennsylvania Institutional Investor Forum
Michael Sasso to Participate in the Goldman Sachs Institutional Client Panel Discussion on November 1, 2016