Category: Case Studies

Case Study: Global Reinsurance Company Actuary and Administrator Search

Scope North Pier was engaged to lead an Actuary and Administrator Search for a global reinsurance company for their $116 million retirement…

Hospital Retirement Plan Advisor & Recordkeeper RFP Case Study

Background North Pier Search Consulting led a hospital and healthcare client’s search for a retirement plan advisor and recordkeeper for their $700…

Global Manufacturing Company 401(k) Advisor RFP Case Study

Background North Pier Search Consulting led the US subsidiary of a global consumer electronic company’s search for retirement plan advisors with ERISA…

Healthcare Foundation OCIO RFP Case Study

Background North Pier was engaged to assist the trustees of a regional hospital review of the historical investment performance of their traditionally…

Hospitality Company Defined Benefit OCIO RFP Case Study

Background North Pier was engaged to assist a hospitality company that acquired a property with a $17 million existing frozen defined benefit…

Charity Assets OCIO Transition and RFP Case Study

Background & Challenges North Pier was engaged to assist the trustees of a nationally recognized charity considering a transition from traditional advisor-assisted,…

Community Foundation OCIO RFP Case Study

Background & Challenges North Pier was engaged to assist the trustees of a multi-agency community foundation considering a transition from traditional advisor-assisted,…

University Foundation Evaluation Case Study

Background North Pier Search Consulting led the evaluation of a $150 million University Foundation investment program. Scope North Pier was engaged to…

Law Firm 401(k) Advisor & Recordkeeper RFP Case Study

Background North Pier Search Consulting led a law firm’s search for a retirement plan advisor and recordkeeper with ERISA §3(38) capabilities for…