FiduciaryVest to Use InHub RFP Technology
The enterprise license will allow the consulting firm to streamline the RFP process.
Tag: RFP/RFI
John Hancock RPS Leverages Liveoak Digital Platform
Liveoak Technologies helps retirement plan clients input necessary information from multiple contributors in a simplified process.
PlanPILOT to Offer Digital RFP Experience to Customers
The consulting firm has licensed with InHub, creator of a web-based request for proposals process.
Retirement Industry People Moves
Impax expands North America ream; Two
Executives join Allianz Life; Northern Trust Asset Management expands leadership; and more.
Empower Offers Guide for Checking Recordkeeper Security
The guide includes questions to be asked of a recordkeeper.
Retirement Advisor Council Offers RFP Tool for Sponsors
Retirement plan sponsors can use the new RFP tool to score responses they receive during the formal search for a new adviser.
(b)lines Ask the Experts – Why Conduct an RFP for a Recordkeeper?
“Why should I conduct a request for proposals (RFP) for a recordkeeper
for my retirement plan?”
When Procurement Is Involved in the RFP Process
Procurement departments can help with the efficiency of the RFP process, but they shouldn’t just be left to their own devices.
One in 10 Sponsors Looking to Replace Recordkeeper
Fees and investment lineup are the primary motivators in the
decision to keep or replace a recordkeeper.
PSNC 2015: Managing Administrative and Investment Fees
According to two panelists speaking at PSNC 2015, relying on publicly available fee benchmarking is generally not a marker of top-performing plans and plan sponsors.
Fiduciary Plan Advisors, InHub Offer RFP Tech
Clients of Fiduciary Plan Advisors can now work more collaboratively in a centralized and Web-driven request for proposal process, delivered through technology by InHub.
Retirement Advisor Council Releases RFP Tool
The Retirement Advisor Council unveiled a free template request for proposal questionnaire for use by higher education institutions looking to select a retirement plan adviser.
Institutional Investors Increasingly Seek SRI
A majority of institutional asset managers surveyed by Cerulli Associates have received client requests for socially and environmentally responsible investing mandates.
Objectively, How Good Is Your Retirement Plan? Part 2
October 10, 2014 (PLANSPONSOR.com) - Objectively, how good is your retirement plan? Without some comparative analysis, how would you know?
Key Factors to Consider When Selecting an Investment Manager
September 3, 2014 (PLANSPONSOR.com) - Today’s financial environment is often plagued by hidden, complicated fees and fine print, and investors should be keenly aware of the critical questions to ask throughout their pension investment management process.
Seeking Out the Right DB Provider
June 12, 2014 (PLANSPONSOR.com) – Defined benefit (DB) plan sponsors need a process for selecting plan services providers that best fits their plans' needs.
Trustworthiness Important in Selecting Plan Provider
June 6, 2014 (PLANSPONSOR.com) – What factors influence plan sponsors' selection of retirement plan providers?
Provider Websites Face Off in Corporate Insight Report
May 9, 2014 (PLANSPONSOR.com) – Whether their plan is soliciting requests for proposals (RFPs) or not, plan officials have the fiduciary duty to understand how their service providers’ Web offerings match the competitions’.
InHub Introduces Fully Digital RFP
April 24, 2014 (PLANSPONSOR.com) – A new online portal from InHub LLC, a Securities and Exchange Commission-registered online investment adviser, helps fiduciaries quickly develop and circulate requests for proposals (RFPs).
Balancing Risk with Hedge Funds?
September 11, 2013 (PLANSPONSOR.com) – New research says institutions are looking to hedge funds for risk management and diversification.