Our Services

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.

Get Protected


LinkedIn Twitter Facebook Youtube Vimeo Get Our Newsletter

Connect With Us

LinkedIn LinkedIn Facebook Youtube Vimeo Get Our Newsletter

About Us

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