Administrator/Record Keeper

Administrator/Record Keeper
Southern 457 Plan Launches Record Keeper RFP

The county government is seeking record keeping services for its deferred compensation plan.

05.20.25
Administrator/Record Keeper
Midwest 457 Plan Posts Record Keeper RFP

Voya Financial is the incumbent record keeper for the city’s two retirement plans.

05.19.25
Administrator/Record Keeper
Northwest State Seeking Record Keeper For DC Plans

The search is due to the upcoming contract expiration of incumbent Empower Retirement.

05.02.25
Administrator/Record Keeper
Southwest Authority Issues Bundled Provider RFP

The authority is seeking a comprehensive provider for its retirement plans.

04.21.25
Administrator/Record Keeper
Calif. 457 Plan Posts Record Keeper RFP

Empower Retirement currently provides the services for the city’s deferred compensation and defined contribution plans.

04.14.25
Administrator - Bundled
Midwest Secure Choice Program Launches Bundled Provider Search

The program is searching for administration, management and investment management services.

04.10.25
Administrator/Record Keeper
Southern University Seeks Retirement Plan Record Keepers

The university is seeking firms to provide record keeping and administrative services for its defined contribution plans, which includes 403(b), 401(a), 457(b), 457(f) and 415(m) plans.

04.09.25
Administrator/Record Keeper
Southwest City Issues Record Keeper RFP

The city is seeking record keeping services on behalf of its $3.75 million 457(b) retirement plan.

04.03.25
Administrator/Record Keeper
Midwest County DC Plans Seeking Record Keeper

Creative Planning is assisting with the search.

04.02.25
Administrator/Record Keeper
Southeast 457 Plan Taps New Record Keeper

The city issued an RFP in July seeking a firm to provide record keeping services for its plans.

04.01.25