Category: Due Diligence

The First Question Plan Sponsors Should Ask When Negotiating and Reviewing a Service Agreement

When negotiating or refreshing a service agreement with your retirement plan advisor or consultant, there’s one main question all organizations should ask:…

Plan Sponsor Due Diligence During Recordkeeper Acquisition (PLANSPONSOR)

Gregory Metzger, North Pier’s Senior Consultant and Search Practice Leader, was featured in PLANSPONSOR’s most recent article on the important due diligence…