Mike Sasso, Summer 2017

Assessing the Reasonableness of Defined Contribution Plan Fees

Mike Sasso discusses the increasing  importance of assessing retirement plan related fees.



Partner & Co-Founder Portfolio Evaluations, Inc.

Michael is a Partner and Co-Founder of Portfolio Evaluations, Inc. He serves PEI with more than 30 years of industry experience. His consulting responsibilities include working with corporate 401(k) and pension plans, Taft-Hartley pension and annuity funds, hospitals and not-for-profit organizations. Michael works with his clients in the areas of reviewing their investment policies and strategies, analyzing portfolios with respect to rates of return and risk, asset liability matching and asset allocation studies. Michael also serves as the partner responsible for the oversight of the firm’s investment management research department and retirement plans consulting group.

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