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

Join Michael Sasso at PSCA's 2019 National Conference in Tampa, FL on April 30 2019.

On March 27, 2019, Marcia Peters, CFA, will be speaking at the 7th Annual Tri-State Institutional Forum in New York, NY.

Partner Michael Sasso will be a panelist at AII and III's Roundtable for Corporate Funds and Insurance Portfolios on Wednesday, March 6, 2019 in Washington, D.C.