All Posts

RFP Academy: To DIY, or Not to DIY? That is the Question.

Running an RFP is a robust process. As search consultants, we know first hand the commitment involved. Doing it yourself may seem…

Pros & Cons of Hiring an OCIO [Infographic]

Is hiring an Outsourced Chief Investment Officer (OCIO) the right choice for your organization? Consider the pros and cons before making the…

OCIO Positioning Around the 2020 Election

How are Outsourced Chief Investment Officers (OCIOs) positioning around the upcoming 2020 election and potential new stimulus plan? We spoke with a…

Repositioning Financial Wellness and Retirement Benefits for 2021 (PLANSPONSOR)

Managing Partner Jim Scheinberg recently spoke with PLANSPONSOR on steps plan sponsors can take to ensure their plans are ready to meet…

401(k) Fiduciary Fundamentals: Retirement Plan Fees

Managing Partner Jim Scheinberg was recently interviewed by host Rick Unser on the 401(k) Fridays Podcast about retirement plan fees. Jim and…

Jim Scheinberg Live on TD Ameritrade Network

Managing Partner Jim Scheinberg was on the TD Ameritrade Network on September 30, 2020 speaking with host Oliver Renick on how institutional…

A Lens on Diversity & Inclusion

While issues surrounding racial justice continue to dominate headlines, the benefits of diversity and inclusion within a company are becoming more clear.…

OCIO Focus: The Road Ahead – OCIO Plans for a Post-COVID World

This is the third article in our OCIO Focus series. To read related articles, click here.  What will the world look like…

Important Considerations for the RFP Process (PLANSPONSOR)

Managing Partner Jim Scheinberg recently spoke with PlanSponsor on conducting service provider RFPs, and what small and large plans should consider throughout the process.…

DOL Issues Proposed Exemption for Investment Fiduciaries

Summer 2020 Fiduciary Commentary The DOL recently announced a proposed regulation that would provide an exemption under ERISA to permit fiduciaries to…