Category: 401(k)

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,…

By North Pier
December 3, 2019
401(k)

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…

By North Pier
November 20, 2019
401(k)

ERISA’s Duty to Monitor: A Conversation with Rick Unser on the 401(k) Fridays Podcast

Listen to Jim Scheinberg‘s conversation with host Rick Unser on the 401(k) Fridays Podcast about current issues and latest practices regarding retirement…

By North Pier
May 23, 2019
401(k)

Thinking about evaluating your company’s 401(k) advisor? Here’s what finance leaders need to know. (CFO Magazine Webinar)

What do finance leaders need to know when evaluating their 401(k) advisors? North Pier’s Managing Partner Jim Scheinberg & Senior Consultant Gregory…

By North Pier
April 1, 2019
401(k)

Thinking about evaluating your company’s 401(k) advisor? Here’s what finance leaders need to know. (CFO Magazine Webinar)

Jim Scheinberg & Gregory Metzger recently hosted a webinar with CFO Magazine on September 21st. Watch/listen to the recording here. The transcript is…

By North Pier
September 24, 2018
401(k)

5 Revealing Truths About All Those 401(k) Marketing Calls & Emails

Why am I constantly being called and emailed by 401(k) advisors? What do they really want? (It can’t possibly be just two…

By North Pier
January 16, 2015
401(k)