Administrator/Record Keeper

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
Stable Value
Midwest DC Plan Concludes Stable Value, Record Keeping Searches

The plan rehired its incumbent for the services at a board meeting last week.

02.21.23
Passive Fixed-Income
Northeast Plan Slates Passive TIPS Manager Search

The search will be launched in the coming weeks as one of the plan’s 2023 initiatives.

02.21.23
Administrator/Record Keeper
New England 457 Plans Seeking Administrator

The plans are seeking a firm to administer all aspects of its 401(a) and 457(b) plans.

02.21.23