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  • To Hire or Not to Hire: Both are Decisions

    It is becoming more and more common that investment committees hire an independent investment consultant for an additional layer of expertise and service to their other providers. For retirement plan sponsors, this would be in addition to their recordkeeper or third party administrator, and for other investment fiduciaries it is typically in addition to their discretionary investment managers. full article
  • In The Press!

    InHub made its official debut in April, 2014!  Below is the release and here are links to some of the publications that picked us up: Yahoo! Finance Reuters Pensions & Investments PLANSPONSOR NAPA Net The FIRE System Prudent 401k Blogger April 21, 2014 09:00 ET InHub Launches eRFP Technology to Modernize the Request for Proposal Process for Institutional Investors &n full article
  • RFP vs. Benchmarking

    In light of recent regulations and increased scrutiny by regulatory bodies such as the Department of Labor, investment advisors have been forced to fully disclose their fees and, therefore, most are moving to straight-forward fee-based models and away from revenue sharing or commission models. Now that fees are more transparent than ever, investment committee members and other fiduciaries have full article
  • The 3 Common Mistakes that Investment Committees are Making

    The secret's out! There is a formula to being a prudent Committee & Board Member. Avoiding the 3 Most Common Investment Committee Mistakes will help you set a strong foundation and save you and your organization time, frustration and money. The 3 mistakes we see time and time again are: Emphasizing the WRONG priorities Not hiring the RIGHT help Not PROPERLY documenting the process. full article
  • Bundled vs. Unbundled Retirement Plans

    Thanks to our smartphones, we no longer need to bring our camera, laptop, and phone with us when we travel…but a lot of us still do.  Why?  Because our laptop is still better for writing emails and searching the web, and our camera with the zoom lens still takes clearer pictures.  Convenience is great, but it often comes with a price. Same can be said for retirement plans.  401(k) and 403 full article
  • InHub Website Demo

      Search specialist Investment Advisors Intuitive step-by-step RFP process Virtual Guidance from Start to Finish Coordinate Online with Committee Document the Due Diligence Process Do more at http://theinhub.com/   full article
  • A headache-free eRFP for fiduciaries is here!

    Fiduciaries need a better way to find and evaluate service providers, especially investment advisors. Brand new technology will allow investment committees and boards to conduct an electronic RFP (request for proposal) to help satisfy ongoing due diligence requirements & hiring needs better than the current process which is manual, time consuming and complicated. Click to watch a 2 minutes full article
  • 5 Reasons to RFP

    Conducting a request for proposal for your organization’s retirement plan, foundation, or endowment can be expensive, time consuming, and flat out painful. But just like going in for your routine dentist appointment, it’s something you have to (or at least should) do.  Thankfully, we’re not suggesting every 6 months…just 3 years.  So if you haven’t done an RFP for a while, here are full article

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