Category: ERISA 3(38)

Navigating Multi-Pool Complexity: Evaluation and Search for a National Faith-Based Non-Profit Foundation

National Faith-Based Nonprofit Foundation OCIO Evaluation and Search Organization & ObjectiveA national faith-based nonprofit foundation supporting hundreds of affiliated local independent organizations…

Strengthening Oversight and Alignment Across a Multi-Plan 401(k) Program

Fortune 100 Conglomerate 3(21) Investment Advisor Evaluation and Search Client & Objective A fortune 100 conglomerate with several 401(k) plans in a…

By North Pier
401(k), Case Studies, ERISA 3(38), Fiduciary, Investments, RFP

Pros & Cons of Hiring an ERISA §3(38) Plan Manager

Are you considering hiring an ERISA §3(38) plan manager to run your investment program? Hiring an ERISA §3(38) plan manager allows for…

By North Pier
401(k), ERISA 3(38), Search & Evaluation

Questions Sponsors Need to Ask When Hiring a 3(38) Fiduciary (PLANSPONSOR)

Search Practice Leader Gregory Metzger was quoted in PLANSPONSOR‘s recent article on questions sponsors need to ask when hiring a 3(38) fiduciary.…

By North Pier
ERISA 3(38), Press