Administrator/Record Keeper
The town last conducted a bundled provider search in 2017 on behalf of its deferred compensation plan.
The plan has retained its incumbent to continue providing record keeping and administration services.
The sanitary district is seeking retirement plan advisory services on behalf of a 457 plan.
An authority overseeing a college savings plan in the Midwest has renewed its contracts with a record keeper and two investment managers.
The pension plan has worked with incumbent Atéssa Benefits since 2015.
The requested services include record keeping, open architecture investment capabilities, trust, compliance and employee communications and education.
The deferred compensation plan elected to remain with its incumbent record keeping and administration provider this week.
The state treasurer’s office is seeking a record keeper that can provide administration, record keeping and customer services for the program, which was effectively created through legislation in 2021.
The plan last conducted a search for the services in 2019.