Category: Search & Evaluation

Two-Phase Evaluation and OCIO Search Results in 50% Lower Fees for Energy Company’s $300k Pension Plan

In order to fulfill their fiduciary duty to monitor ERISA service providers, an energy exploration and production company engaged North Pier to…

What Plan Sponsors Should Expect From a Retirement Plan Adviser (PLANADVISOR)

Managing Partner Jim Scheinberg was quoted in PLANADVISER‘s recent article on what plan sponsors should expected from hiring a retirement plan adviser…

Investment Program Stress Assessment

City Police and Fire Retirement System Education, Evaluation, and OCIO Search Case Study

Background North Pier was engaged to provide fiduciary education, evaluation, and OCIO search services for a city police and fire’s $2.6 billion…

5 Tips to Assess Your OCIO or Consultant Amid the Russia-Ukraine Conflict

The market volatility that has accompanied the Russia-Ukraine conflict has created dramatic swings in the equity and debt markets. While long-term investors…

Lost That Lovin’ Feeling for Your Investment Consultant or OCIO? Take Our Quiz!

Lost that lovin’ feeling… for your retirement plan consultant or OCIO? Maybe it’s that seven year itch. Our Valentine’s Day quiz will…

University Healthcare System Defined Benefit OCIO RFP Case Study

Background North Pier Search Consulting led a University Healthcare System’s search for an Outsourced Chief Investment Officer (OCIO) for their $385 million…

Case Study: Global Reinsurance Company Actuary and Administrator Search

Scope North Pier was engaged to lead an Actuary and Administrator Search for a global reinsurance company for their $116 million retirement…

Top 5 Tips for Changing Advisors

Plan sponsors seek to evaluate their advisors for a variety of reasons. As part of a plan sponsor’s fiduciary duty to monitor,…

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…