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.…
Lost That Lovin’ Feeling for Your Retirement Plan Advisor? Take our Quiz!
Lost that lovin’ feeling… for your retirement plan advisor? Maybe it’s that seven year itch. Our Valentine’s Day quiz will help you…
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…
2019 Holiday Donation Drawing Winners
Drumroll please…after receiving numerous nominations from our community, we’re thrilled to announce the five charities who have been selected to receive our…
5 Charities North Pier Is Supporting This Holiday Season
North Pier is proud to support many great causes throughout the year, including organizations that members of our team are affiliated with…
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…
Retirement Legislation Update – The SECURE Act