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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

Michael Sasso, Partner, and Jennifer Putney, Director, to present to the Great Lakes Area Tax Exempt/Governmental Entities (TE/GE) Council on October 19 in Chicago, IL.

Greg McCarthy, CFA, Senior Consultant, will be speaking at the Western Pension & Benefits Council October Luncheon on October 9 in Greenwood Village, CO.

Join Michael Sasso at the Women's Institute for a Secure Retirement (WISER) Symposium on September 26 in Washington, D.C.

The second part of Michael Sasso's report, "DC In-Plan Retirement Income Solutions—Are We There Yet?", has been published by PSCA