Category: Fiduciary

The Responses of Recordkeepers and Advisors to COVID-19

There was a time when the jobs done by recordkeepers or advisors, on the surface at least, may have seemed pretty routine.…

What OCIOs are Doing Amid the COVID-19 Capital Market Collapse

As the markets have struggled under the weight of the COVID-19 pandemic, North Pier Search Consulting has been in regular communication with…

COVID-19 Regulatory Update | The CARES Act

By: Brant Griffin  The past few weeks have been among the most tumultuous and emotional we may see in our lifetimes. The…

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…

Retirement Legislation Update – The SECURE Act

Winter 2019/2020 Fiduciary Commentary By: Brant Griffin, February 28, 2020 The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019,…

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:…

3 Things Plan Sponsors Should Know About Advisors Who Won’t Stop Calling (BenefitsPro)

North Pier’s Managing Partner Jim Scheinberg‘s explores why advisors won’t stop calling plan sponsors in his latest article for Benefits Pro.  Annually, Fidelity…

SEC Adopts Best Interest Regulations | Summer 2019 Fiduciary Commentary

By: Brant Griffin SEC Adopts Best Interest Regulations On June 5, 2019, the Securities and Exchange Commission voted to adopt Regulation Best…

Jim Scheinberg was a special guest on Enterprise Radio hosted by Rick Unser, on Fiduciary Process Mindset, & Foresight

Click here to listen to the podcast. Rick & Jim kick things off by addressing what role a 401(k) expert witness actually…

Fiduciary Commentary | Fall 2015

By: Brant Griffin – November 11, 2015 State Based Retirement Plans Numerous studies have illustrated the grim savings statistics of America’s workforce. Among…