Category: Plan Fees

Independent Review Brings Clarity to Performance, Fees, and Allocation Across Pension Plans

Taft-Hartley Pension Investment Performance and Fee Review Organization & ObjectiveA national labor organization engaged North Pier to conduct an independent review of…

Strengthening Investment Oversight for a University Foundation

Client Overview A West Coast university foundation managing a $66 million endowment engaged North Pier to evaluate its investment program and governance…

Enhancing Governance and Aligning Investments for Captive Insurance Reserves Through an Evaluation

Insurance Company Investment Program Evaluation and Governance Review Case Study Client Overview & ObjectivesA medium-sized captive insurer of a manufacturing company engaged…

Building Confidence and Governance: Evaluating a Multi-Billion Dollar Faith-Based Investment Program

Client Overview & Objectives The investment committee of a faith-based foundation engaged North Pier to evaluate the effectiveness of its investment program…

Positioning for the Future: Endowment Evaluation & Search for a Higher Education Foundation

Background A $50 million foundation supporting a midwestern higher education institution partnered with North Pier to lead a comprehensive evaluation and search…

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.…

Competitive Pressure Largely Brings OCIO Fees on Par with Consultants (FundFire)

In a recent interview with FundFire, Managing Partner Jim Scheinberg spoke with author Alana Pipe on OCIO fees, and the competitive pressure…

Understanding the Differences Among 401k Recordkeepers

DOL Issues Final Rules on Participant Fee Disclosure Requirements

The Department of Labor published its final rule on participant fee disclosure, Fiduciary Requirements for Disclosure in Participant-Directed Individual Account Plans, on…