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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

The second part of Michael Sasso's report, "DC In-Plan Retirement Income Solutions—Are We There Yet?", has been published by PSCA, as originally included in their Spring 2018 issue of Defined Contribution Insights

Join Michael Sasso at PSCA's 71st Annual National Conference in Scottsdale, AZ on May 1

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

Marcia Peters, CFA to speak at the Second Annual Institutional Investment Consulting Roundtable on March 15 and the Sixth Annual Institutional Investor Forum on April 5