Request a Proposal

WISER Forum: Expanding Savings and Retirement Opportunities

Warren, New Jersey, June 24, 2015 – Portfolio Evaluations, Inc. (PEI), one of the country’s leading institutional investment consulting firms, is pleased to announce Jean Martone, Director, Retirement Plans Consulting Group at Portfolio Evaluations, Inc., will be a participant on the panel, State Savings Opportunities: Solution or Burden? at the WISER Forum: Expanding Savings and Retirement Opportunities: Federal and State Solutions for the Generations. The forum will take place on June 25, at the Capitol View Conference Center in Washington, DC.

This year’s forum will feature the iOme Challenge winning team of college students who will discuss their advisory paper in response to this year’s challenge questions. Students are encouraged to challenge status quo thinking about the current state of retirement and propose viable policy recommendations.

Teams were asked to develop research-based indicators and a system for ranking the 50 states on how well they are prepared to handle the retirement of the Millennial generation in 2040. The 2014-2015 winning team is from Northeastern University. Read the team’s winning essay and watch their video.

A keynote speaker and panel of administration and congressional staff leaders will also discuss current legislative proposals. A reception will follow honoring the iOme Challenge winners. To learn more about the event or register, click here or go to for more information.

WISER is a nonprofit organization that works to help women, educators and policymakers understand the important issues surrounding women’s retirement income. WISER creates a variety of consumer publications including fact sheets, booklets and a quarterly newsletter that explain in easy-to-understand language the complex issues surrounding Social Security, divorce, pay equity, pensions, savings and investments, banking, home-ownership, long-term care and disability insurance.

As part of our national education campaign, Your Future Paycheck®: What Women Need To Know, WISER has been able to reach thousands of women through workshops held across the nation. WISER has also been the driving force behind a series of state and local events on long-term financial security aimed at leveling the playing field for women.

Portfolio Evaluations, Inc. (PEI) is a privately-owned consulting firm focused on providing institutional investment and retirement plan consulting services. Founded in 1992, PEI operates in an independent, non-affiliated capacity to provide advice, guidance, direction, and education to the fiduciaries of institutional investment programs. Clients include both private and public entities including corporations, non-profit institutions, endowments & foundations, governments and municipalities, unions, and board designated groups.