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…
Hospital Retirement Plan Advisor & Recordkeeper RFP Case Study
Background North Pier Search Consulting led a hospital and healthcare client’s search for a retirement plan advisor and recordkeeper for their $700…
Global Manufacturing Company 401(k) Advisor RFP Case Study
Background North Pier Search Consulting led the US subsidiary of a global consumer electronic company’s search for retirement plan advisors with ERISA…
Healthcare Foundation OCIO RFP Case Study
Background North Pier was engaged to assist the trustees of a regional hospital review of the historical investment performance of their traditionally…
Hospitality Company Defined Benefit OCIO RFP Case Study
Background North Pier was engaged to assist a hospitality company that acquired a property with a $17 million existing frozen defined benefit…
Charity Assets OCIO Transition and RFP Case Study
Background & Challenges North Pier was engaged to assist the trustees of a nationally recognized charity considering a transition from traditional advisor-assisted,…
Community Foundation OCIO RFP Case Study
Background & Challenges North Pier was engaged to assist the trustees of a multi-agency $102 million community foundation considering a transition from…
University Foundation Evaluation Case Study
Background North Pier Search Consulting led the evaluation of a $150 million University Foundation investment program. Scope North Pier was engaged to…
Law Firm 401(k) Advisor & Recordkeeper RFP Case Study
Background North Pier Search Consulting led a law firm’s search for a retirement plan advisor and recordkeeper with ERISA §3(38) capabilities for…