Major OCIOs Take Asset Hit Amid Risk Transfer Boom (FUNDFIRE)
In a recent article for FundFire, Managing Partner Jim Scheinberg spoke with report Justin Mitchell about the asset hit major Outsourced Chief…
Enhancing the Investment Strategy for a Family Office & Foundation
North Pier’s strategic two-phase evaluation & search project for a $350 million family office resulted in enhanced services and meaningful fee savings.…
6 Tips for Retirement Plan Fiduciaries To Do Now
With the new year in full swing, you’re likely in the process of building your to-do lists for the year ahead. These…
Qualified Plan Contributions During COVID-19
Winter 2020/2021 Fiduciary Commentary Beyond COVID-19’s destructive impact on society and public health, the pandemic has had a detrimental effect on many…
DOL Issues Proposed Exemption for Investment Fiduciaries
Summer 2020 Fiduciary Commentary The DOL recently announced a proposed regulation that would provide an exemption under ERISA to permit fiduciaries to…
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.…
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,…
New President – New Retirement Policy