A health plan in the Mid-Atlantic region retained its firm for investment management and record keeping services earlier this year following a search from the fourth quarter of 2019.

An organization in the Mid-Atlantic region is searching for an investment associate to assist in the oversight, management and monitoring of its endowment.

An investment advisory firm is merging with a wealth management company.

A fund based in the South approved the issuance of an RFP for fixed-income managers to handle a maiden allocation last week.

A plan based in the South has expanded the scope of its international fixed-income manager search to include global fixed-income managers at its board meeting last week.

A Midwestern program has hired a finance officer following a search from the third quarter.