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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.
Portfolio Evaluations, Inc. is a privately-owned consulting firm focused on providing institutional investment and retirement plan consulting services.
The Benefits of Enacting a Plan Sponsor Philosophy
Engaging the Millennial Generation in DC Plans
Q2 2016 Market Review
Q2 2016 Regulatory Update
Q2 2016 Litigation Update
Special Report: United Kingdom to Leave the European Union
DC Plan Sponsor Midyear Checkup
On November 29, Marcia Peters, CFA to Speak at the Third Annual Pennsylvania Institutional Investor Forum
Complimentary Seminar on September 15: Navigating the Fiduciary Landscape
Jean Martone Published by PSCA.org with "A Primer on Plan Fees"
Attila Toth Moderating at the 2016 PLANSPONSOR National Conference
Michael Sasso and Jean Martone Quoted by PlanSponsor in "Factors Included in Fee Decisions"