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‘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…

Following the Bouncing Dow | Summer 2019 Market & Economic Commentary

By: Joshua Mackenzie & Jim Scheinberg The Global equity markets continued their bouncy ride in the second quarter. Emotional jitters reversed the…

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…

SEC Adopts Best Interest Regulations | Summer 2019 Fiduciary Commentary

By: Brant Griffin SEC Adopts Best Interest Regulations On June 5, 2019, the Securities and Exchange Commission voted to adopt Regulation Best…

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…

Retirement Legislation Update – Here We Go Again | Spring 2019 Fiduciary Commentary

By: Brant Griffin Retirement Legislation Update – Here we go Again The most comprehensive changes to the retirement systems since the Pension…