Tips on Searching for the Best OCIO in a Growing Market (CIO Magazine)
Evaluating or searching for an OCIO? North Pier’s Senior Analyst Joshua MacKenzie discusses RFPs, shortlists, and when to hire a search firm…
What to Look for When Monitoring Retirement Plan Advisors (PLANSPONSOR)
Managing Partner Jim Scheinberg recently spoke with PLANSPONSOR on best practices for monitoring retirement plan advisors, and why it’s so important. Spectrum…
On the hunt: How 401(k) plan sponsors can revamp the advisor selection process (BenefitsPro)
North Pier’s Senior Consultant Greg Metzger‘s recent article for Benefits Pro evaluates three options for selecting plan advisors. “As a 401(k)-plan sponsor,…
How To Avoid What 401(k) Plan Sponsors Fear Most About Investment Policy Statements (Forbes)
Where should plan sponsors go when crafting Investment Policy Statements? Jim Scheinberg offers his advice for his latest feature in Forbes. Do you…
‘Angry’ Clients, ‘Shocked’ Staff After TIAA Pulls the Plug on Outsourced-CIO Arm (Institutional Investor)
TIAA recently announced that it will begin plans to shut down its Outsourced-CIO business. “We thought they were going to be a…
The Number 1 Reason Institutions Fire Their OCIOs (Institutional Investor)
Institutional Investor recently featured North Pier’s managing partner, Jim Scheinberg & senior consultant Greg Metzger in its article on the top reason why institutions end…
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…
The OCIO Industry Is the ‘Wild West.’ Here’s How to Tame It. (Institutional Investor)
Institutional Investor recently featured North Pier’s managing partner, Jim Scheinberg in its recent article on the lack of track record standards in the OCIO industry…
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…
ERISA’s Duty to Monitor: A Conversation with Rick Unser on the 401(k) Fridays Podcast
Listen to Jim Scheinberg‘s conversation with host Rick Unser on the 401(k) Fridays Podcast about current issues and latest practices regarding retirement…