5 Tips for Zoom Finals Presentations
Is “You’re on mute” on your Zoom bingo card? It’s a phrase you’ve likely heard over the past few months, as presentations…
RFP Academy: Treat It Like the SATs
Whether you’re issuing an RFP while conducting a search or you’re a service provider responding to one, go back to your high…
Retirement Plan Tips for Radiology Practices – Revisited
The following interview is a follow up to Managing Partner Jim Scheinberg’s article on retirement plan tips for radiology practices published by…
OCIO Focus: What OCIOs are Doing Amid the COVID-19 Capital Market Collapse
This is the first article in our OCIO Focus series. To read related articles, click here. As the markets have struggled under…
Private Equity Investments Are Going to Lose Value. How Much Is Anyone’s Guess. (Institutional Investor)
Managing Partner Jim Scheinberg recently spoke with Institutional Investor about private equity investments amid the COVID-19 pandemic. “There will probably be several…
Plan Sponsors Should Be Extra Vigilant During Severe Market Volatility (PLANSPONSOR)
Managing Partner Jim Scheinberg recently spoke with PLANSPONSOR on advice for fiduciaries during severe market volatility. REGARDLESS OF THE CURRENT MARKET VOLATILITY, retirement…
How Investors, Advisors, and Sponsors Are Navigating COVID-19 (Benefits Pro)
Managing Partner Jim Scheinberg recently spoke with BenefitsPro about institutional investors, the markets, plan sponsor tips, volatility, and more. Investors of all kinds are…
What to Know About DB Plan Administration (PLANSPONSOR)
Managing Partner Jim Scheinberg recently spoke with PLANSPONSOR on what plan sponsors should understand about DB plan administration, the interplay of providers, and…
RFP Academy: Don’t Get Short-Changed By Your Short List
A common pitfall fiduciaries face when assembling their candidate pool for an RFP is to develop their short list based mostly on…
Retirement Legislation Update – The SECURE Act