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Archive by category "InHub Blog"
Press + Contributing Articles
InHub on the radio with the 401k Study Group
Ariana Amplo, InHub co-founder, discusses the challenges facing Plan Sponsors and Advisors alike when it comes to the traditional methods of conducting a qualified plan RFP. Is web-based right for you? Will Plan Sponsors actually seek out this service in the absence of an Advisor? Join Ariana and the 401k Study Group as they discuss these questions as well as others concerning the RFP proces
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.
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
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.
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
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/
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
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
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