Administrator - Bundled

Administrator - Bundled
Calif. 457 Plan Concludes Admin, Investment Services Search

The plan rehired its incumbent to provide administrative, investment and communication advisory services.

11.26.24
Administrator - Bundled
Southeast 457 Plan Posts Administrator RFP

The plan is seeking services that may include custodial/trustee, plan and participant level record keeping, employee enrollment, participant education and ongoing administrative and regulatory support.

11.21.24
Administrator - Bundled
Northeast County Deferred Comp Plan Rehires Bundled Provider

The deferred compensation plan received six proposals in response to an RFP issued in January.

11.12.24
Administrator/Record Keeper
Windy City DC Plan Hires Bundled Provider

The deferred compensation plan elected to remain with its incumbent record keeping and administration provider this week.

11.08.24
Administrator - Bundled
Calif. Authority Issues DC Plan Admin. RFQ

The selected firm will serve an initial one-year term beginning on Jan. 1.

11.05.24
Administrator - Bundled
Northeast Investment Pool Posts Bundled Provider RFP

The pool is seeking a firm to provide services related to investment advisory, administrative and investment management, member, custodial and auditing.

11.05.24
Administrator - Bundled
Midwest City Taps New Record Keeper For DC Plans

The city received seven proposals in response to an RFP issued in June.

10.28.24
Multi-Asset/Investment Advisor
West Coast Water District Launches Investment Services Search

The district is seeking investment services for its 401(a) and 457(b) plans, which have a combined $7.7 million in assets.

10.22.24
Multi-Asset/Investment Advisor
Texas 457 Plan Posts Investment Advisor RFP

The selected advisor will provide non-discretionary management of plan investments.

10.22.24
Administrator - Bundled
Mid-Atlantic Supplemental Plans Seeking TPA

The current provider will see its contract expire next year.

10.17.24