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Press + Contributing Articles
$2.1 billion Private Foundation issues Special Project eRFP to Consultants
$2.1 billion Private Foundation issues Special Project eRFP to Consultants through InHub's online eRFP Technology.
Investment Consultant eRFP issued for $250m+ in combined assets
Mandate Size: $250m+ Location: Kansas City, MO The National Association of Insurance Commissioners (NAIC) and its affiliate the National Insurance Producer Registry (NIPR) have issued an invite-only eRFP (through www.theinhub.com) to select candidates for Traditional Investment Consulting services for its Defined Contribution (combined: $74m) and Defined Benefit Retirement Plans ($42m) and L
$28m VT Endowment, The Curtis Fund, Issues Consultant eRFP Through InHub
Name: General Education Fund, Inc. D/B/A The Curtis Fund Account Size: $28,000,000 Account Type: Endowment Location: Burlington, VT Principal RFP Contact: Joseph Boutin, Chairman An RFP for Traditional Consulting services was issued to select firms. The incumbent, Merchants Trust Company, was invited to re-bid. The Endowment is conducting the RFP to prudently gain insight
Jewish Foundation of Greater New Haven hires new Investment Consultant
Jewish Foundation Greater New Haven has concluded their eRFP (originally issued through InHub's online RFP Technology). The organization hired SCS Financial.
BCFS Adopts eRFP Technology for Vendor Searches
TOP 100 RETIREMENT PLAN ADVISER LICENSES INHUB'S INDUSTRY-LEADING, CLOUD-BASED eRFP TECHNOLOGY Bukaty Companies Financial Services moves to bring firm-wide RFP process online and selects InHub's eRFP tool. CHICAGO, IL. December 22, 2016 - Bukaty Companies Financial Services (BCFS), a nationally recognized, independent retirement plan consulting firm, today announced a new strategic partnersh
OBEC Consulting Engineers, $19.5m 401(k) hires new consultant
OBEC Consulting Engineers 401(k) hires ClearPoint Financial as the new Retirement Plan Consultant following an eRFP on InHub. OBEC found ClearPoint through InHub's proprietary Consultant Platform.
$17m 401(k) Plan re-hires incumbent following eRFP
Palmer Trucks Group, $17m 401(k) Plan, concludes investment consultant RFP which was issued through InHub’s eRFP technology in September 2016. The organization re-hired incumbent, ProCourse.
$632m Foundation Advances 4 firms in OCIO RFP
eRFP UPDATE: Presbyterian Church (USA) Foundation (PCF), account size $632,800,000 issued an OCIO eRFP through InHub’s online technology at the end of October 2016 with the assistance of Search Consultant: White Oak Advisors, LLC. Finalists have been advanced: Hirtle Callaghan & Co, Marquette Associates, SEI Investments, and Vanguard. The incumbent was not advanced (incumbent firm na
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