Administrator/Record Keeper

Administrator/Record Keeper
Southwest Plan Issues Administration RFP

The administrator would be responsible for a deferred compensation plan and a health savings plan.

05.15.23
Administrator/Record Keeper
Texas Authority Posts 457 Bundled Services RFP

The authority is seeking plan bundled services on behalf of its 457(b) deferred compensation plan.

05.08.23
Administrator/Record Keeper
Southern University System Seeks Record Keepers

The university is searching for record keepers for its five defined contributions plans as it periodically reviews the programs and is considering consolidating to a single provider.

05.05.23
Consultant/OCIO/Discretionary
Va. 457 Plan Issues Project-Basis Consultant RFP

The consultant will assist in conducting a record keeper search for the plan this year.

04.05.23
Administrator/Record Keeper
Rocky Mountain 457 Slates Record Keeper RFP

The plan’s contract with incumbent Nationwide Retirement Solutions expires on Dec. 31.

03.31.23
Administrator - Bundled
Texas School District Launches TPA Search

The district is seeking plan and administration services for its 403(b) and 457 deferred compensation plans.

03.30.23
Administrator/Record Keeper
Western DC Plans Rehire TPA

The district rehired its incumbent to provide third-party administrator services.

03.27.23
Consultant/OCIO/Discretionary
Great Lakes County 457 Plan Seeking Consultant

The selected consultant will run a review of and RFP for plan provider services.

03.08.23
Administrator/Record Keeper
West Coast 457 Plan Makes Record Keeper Switch

The plan hired a new record keeper this week.

03.01.23
Administrator/Record Keeper
Conn. Town Seeking Record Keeper For DC Plans

MissionSquare Retirement currently serves as the plans’ service provider.

02.23.23