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Archive by category "InHub Blog"
Press + Contributing Articles
DoL Warns Against Hiring Inexperienced Auditors…Time for an RFP
Date: 12.02.2015 Dear Retirement Plan Sponsors, Earlier this year the Department of Labor released a study titled ‘Assessing the Quality of Employee Benefit Plan Audits’. The study surveyed Form 5500 filings and related audit reports for the 2011 filing year and included a sample of 400 plan audits from a target population of over 80,000 filings. The DoL study found a high c
INFOGRAPHIC – 10 RFP Insights Institutional Investors Should Know
INFOGRAPHIC - 10 RFP Insights Institutional Investors Should Know Not surprisingly, there is a staggering amount of data in the institutional investment space, but little on what actually happens during the Request for Proposal (RFP) process. At InHub, we offer an online RFP solution and guided process for the institutional investment community. As a facilitator of that important process, we
White-Paper: Selecting Service Providers & RFP’s Importance in a fiduciary process
Industry expert, Roger Levy, writes about fiduciary duties and how important it is to follow a formal due diligence process when hiring service providers, including investment advisors, to a retirement plan and other institutional accounts. Section 6: How to identify candidates and manage the process? (page 10) "Alternatively, technology such as InHub's eRFP system now allows issue of an RFP v
Sample Advisor RFP Questions – for Plan Sponsors
As you probably already know, when it comes to evaluating retirement plan advisors InHub believes in a better, faster, smarter, simpler way. We are pioneering the modern RFP – we offer sample questions (a partial list provided in this document), and a streamlined eRFP solution to help plan sponsors manage the process online and prudently. It doesn't matter if it's a replacement RFP, first
Tips: Preparing for the Finals Presentations
You and your committee members have made it through what many consider to be the hardest part (evaluating numerous proposals). Now it's time to truly find the best fit. Many people underestimate the work that goes into coordinating with candidates at this stage - it's not difficult, but it can certainly be time consuming. We have put together a list of tips to help you get through the
Reevaluate Your Retirement Plan Advisor with InHub’s Litmus Test
Is Your Retirement Plan Advisor a Specialist? We know that reevaluating your chosen plan advisor is not an easy task and we are here to help! We have created a Specialist Advisor Litmus Test to help you crack the code on evaluating your current advisors. This document should also help identify the types of services available in the marketplace and which you may be missing out on. Click HER
Q&A with Susan Mangiero: Electronic RFP Process and Fiduciary Duty
"[InHub's] mission is to apply the power of technology to the Request for Proposal (“RFP”) process and thereby hopefully make it easier for institutional investors to form an educated decision about what advisor, consultant or asset manager to select. Just as important, the goal is to facilitate a centralized repository for documents and communications that could be helpful in demonstrating pr
Docurated Article: How to Develop a Consultative Sales Approach
InHub co-founder Ariana Amplo was featured as one of 26 sales experts - thanks Docurated for the great spotlight! http://www.docurated.com/all-things-productivity/develop-consultative-sales-approach-26-business-sales-experts-share-expert-tips/ Ariana Amplo Ariana Amplo has been in consultative sales roles for the last 10 years and is currently the Co-Founder of InHub, a FinTech start-up base
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