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Partners-Research

NEPC: Plan Fees Flat, But Buyer Beware. 

NEPC: Plan Fees

NEPC: Plan Fees Flat, But Buyer Beware. For the past seven years, defined contribution (DC) plan recordkeeping, trust and custody fees have been declining steadily year over year. That is, ...

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Inhub Client Advisor RFP [Financial Services]

The Retirement Plan Investment Committee of an Arizona-based Financial Service company decided it was time to formally and objectively review the investment advisor relationship and evaluate other options available ...

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Whitepaper – Evaluating and Selecting a Plan Advisor

In Hub Whitepaper

Whitepaper –  “Selecting Service Providers, Competitive Bidding and RFP’s Importance in a Fiduciary Investment by Roger Levy In the white paper “Selecting Service Providers, Competitive Bidding and RFP’s Importance in ...

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