Committee & Fiduciary Education and Reporting

We believe that fiduciary education greatly enhances the effectiveness of the committee as well as the success of the retirement program. The fiduciaries of your retirement plan should be kept up to date and well informed about industry and regulatory changes so they don't have to learn about it from a third party or when the deadline is upon them.

CEFEX Certification initial Assessment

In order to receive the CEFEX certification, plan sponsors, asset management firms and advisors must first complete an initial certification assessment conducted by an Accredited Investment Fiduciary AnalystTM AIFA®) from the Center for Fiduciary Studies. North Pier's Partners both hold the AIFA designation and stand ready to assist your organization in analysis or preparation for CEFEX certification. For more information on the assessment process please contact us.

Participant Analysis Report

North Pier has many solutions to help clients measure the effectiveness of education campaigns. One meaningful tool is a Participant Demographic Analysis report. This report helps Committees identify red flags such as: lack of diversification, over allocations of cash or employee stock, misuses / underutilization of target date funds, overall participation statistics and geographic anomalies. Armed with meaningful analysis employee education campaigns can be more effective.

Litigation Support

Jim Scheinberg and Brant Griffin's broad experience in the industry and active participation in their peer communities, as well as ongoing academic involvement position them as a valued resource for litigation support. Expert witness services include but are not limited to portfolio and cost analysis, fiduciary process evaluation, standards of practice opinions, and other expertise involving ERISA matters.

CEFEX Certification Initial Assessment

In order to receive the CEFEX certification, plan sponsors, asset management firms, and advisors must first complete an initial certification assessment conducted by an Accredited Investment Fiduciary AnalystTM (AIFA®) from the Center for Fiduciary Studies. North Pier's Partners both hold the AIFA designation and stand ready to assist your organization in analysis or preparation for CEFEX certification. For more information on the assessment process, please contact us.
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North Pier Fiduciary Management, LLC is a Registered Investment Adviser. This material is solely for informational purposes. Advisory services are only offered to clients or prospective clients where North Pier Fiduciary Management, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by North Pier Fiduciary Management, LLC unless a client service agreement is in place.