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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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About Us

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 July 16, Partner Michael Sasso will be moderating a panel discussion at Institutional Investor's 2nd Annual Retirement Plan Advisor Summit in Chicago, IL.

On June 6, Partner Attila Toth will be a panelist at the 2019 PlanSponsor National Conference in Washington, D.C.

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