Tips on Searching for the Best OCIO in a Growing Market (CIO Magazine)
Evaluating or searching for an OCIO? North Pier’s Senior Analyst Joshua MacKenzie discusses RFPs, shortlists, and when to hire a search firm…
2019 Holiday Donation Drawing Winners
Drumroll please…after receiving numerous nominations from our community, we’re thrilled to announce the five charities who have been selected to receive our…
5 Charities North Pier Is Supporting This Holiday Season
North Pier is proud to support many great causes throughout the year, including organizations that members of our team are affiliated with…
What to Look for When Monitoring Retirement Plan Advisors (PLANSPONSOR)
Managing Partner Jim Scheinberg recently spoke with PLANSPONSOR on best practices for monitoring retirement plan advisors, and why it’s so important. Spectrum…
On the hunt: How 401(k) plan sponsors can revamp the advisor selection process (BenefitsPro)
North Pier’s Senior Consultant Greg Metzger‘s recent article for Benefits Pro evaluates three options for selecting plan advisors. “As a 401(k)-plan sponsor,…
North Pier Gives Back: Nominate Charities for Our Holiday Donation
As Thanksgiving approaches, our team at North Pier is reflecting on what it means to give thanks. Expressions of gratitude, whether it’s volunteering at…
How To Avoid What 401(k) Plan Sponsors Fear Most About Investment Policy Statements (Forbes)
Where should plan sponsors go when crafting Investment Policy Statements? Jim Scheinberg offers his advice for his latest feature in Forbes. Do you…
‘Angry’ Clients, ‘Shocked’ Staff After TIAA Pulls the Plug on Outsourced-CIO Arm (Institutional Investor)
TIAA recently announced that it will begin plans to shut down its Outsourced-CIO business. “We thought they were going to be a…
The Number 1 Reason Institutions Fire Their OCIOs (Institutional Investor)
Institutional Investor recently featured North Pier’s managing partner, Jim Scheinberg & senior consultant Greg Metzger in its article on the top reason why institutions end…
3 Things Plan Sponsors Should Know About Advisors Who Won’t Stop Calling (BenefitsPro)
North Pier’s Managing Partner Jim Scheinberg‘s explores why advisors won’t stop calling plan sponsors in his latest article for Benefits Pro. Annually, Fidelity…