COVID-19 Update | The CARES Act & The Virus’s Progression
This week has brought us some welcome clarity in a few areas of the virus-related fog, as well as some relief in…
How Investors, Advisors, and Sponsors Are Navigating COVID-19 (Benefits Pro)
Managing Partner Jim Scheinberg recently spoke with BenefitsPro about institutional investors, the markets, plan sponsor tips, volatility, and more. Investors of all kinds are…
COVID-19 Update | A Data Driven Analysis
As I mentioned in our letter to clients last Friday, these are unprecedented times. I again want to acknowledge that the SARS-CoV-2…
What to Know About DB Plan Administration (PLANSPONSOR)
Managing Partner Jim Scheinberg recently spoke with PLANSPONSOR on what plan sponsors should understand about DB plan administration, the interplay of providers, and…
RFP Academy: Don’t Get Short-Changed By Your Short List
A common pitfall fiduciaries face when assembling their candidate pool for an RFP is to develop their short list based mostly on…
All Quiet on the Far Eastern Front…of the Trade War
Winter 2019/2020 Market & Economic Commentary By: Jim Scheinberg – February 17, 2020 Well, the trade war is over…at least for now.…
RFP Academy: Amateur Hour
Your RFP says a lot about you. If it’s not tight and thorough, many vendors will assume that you are not a…
The First Question Plan Sponsors Should Ask When Negotiating and Reviewing a Service Agreement
When negotiating or refreshing a service agreement with your retirement plan advisor or consultant, there’s one main question all organizations should ask:…
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…
Retirement Legislation Update – The SECURE Act