North Pier Search Consulting

Industry leading OCIO, investment advisor, and recordkeeper search services. 150+ projects totaling over $200 billion in assets. We are your trusted advocates.

[North Pier Search Consulting @North_Pier]

🛎️ New series Announcement! 🚨

We’ll drop 1 case study and 4 quick posts:

🌊 Hazardous Horizon
🔧 Fiduciary Fixes
🧭 Course Correction
🔍 Depth Finder
Follow along as we unpack the work behind the outcomes.

[North Pier Search Consulting @North_Pier]

Depth Finder🔍: Even small, frozen plans can benefit from structured oversight. With the right OCIO partner, committees can achieve fiduciary relief and material fee savings without adding complexity.

[North Pier Search Consulting @North_Pier]

Smooth Transition 🏨: Inherited plan. High fees. Limited DB experience. See how North Pier helped a hospitality company navigate an OCIO search and achieve a seamless handoff in the thread below 👇

[North Pier Search Consulting @North_Pier]

Course Correction🧭: The committee selected a trusted OCIO with strong frozen-DB credentials. Investment responsibility shifted to discretionary oversight, and services expanded while aligning governance with best practices.

[North Pier Search Consulting @North_Pier]

Course Correction🧭: The committee selected a trusted OCIO with strong frozen-DB credentials. Investment responsibility shifted to discretionary oversight, and services expanded while aligning governance with best practices.

[North Pier Search Consulting @North_Pier]

Depth Finder 🔍:Governance can improve without disruption. A disciplined search expanded services, kept fees market-competitive, and unlocked proactive support on communications, plan design, and fee benchmarking.

[North Pier Search Consulting @North_Pier]

New case study drop 🌊: Global Manufacturing Company 401(k) Advisor RFP. When a $290M plan’s advisor was acquired, governance faltered. See how North Pier helped in the thread and full case study below 👇

[North Pier Search Consulting @North_Pier]

Course Correction 🧭:The plan retained the incumbent firm but replaced an underperforming service team with top talent and moved to §3(38) discretionary oversight.

[North Pier Search Consulting @North_Pier]

Depth Finder🔍: Plan sponsors don’t need to settle for less—North Pier delivers objective, defensible, and administratively simple search processes.

[North Pier Search Consulting @North_Pier]

Reinsurance Rescue🛟: Vendor issues plagued a $116M plan. Many errors, no portal, weak service. See how North Pier helped get it back on track in the thread below 👇:

[North Pier Search Consulting @North_Pier]

Course Correction🧭: The plan transitioned from a slow, error-prone, disconnected vendor to an integrated provider delivering accurate reporting, responsive service, and streamlined systems, restoring operational confidence.

[North Pier Search Consulting @North_Pier]

Depth Finder🔍: A thorough, objective search can transform volunteer-led investment oversight into a best-in-class, professionalized, transparent, and defensible governance structure—delivering stronger investment outcomes, lower costs, and greater fiduciary confidence.

[North Pier Search Consulting @North_Pier]

Mission protected, future funded🎗️: We’re highlighting a case study that shows how a nationally recognized charity navigated leadership change with North Pier’s OCIO transition support. Details and full study in the thread👇:

[North Pier Search Consulting @North_Pier]

Course Correction🧭: The committee selected an OCIO whose investment process, style, and track record aligned with their goals. North Pier negotiated a favorable service agreement, including a meaningful reduction in fees, and guided the committee from day-to-day trustee-directed oversight to a structured, professionally managed discretionary OCIO partnership.