Administrator/Record Keeper

Administrator/Record Keeper
Northeast 457 Plan Sticks With Nationwide

The plan rehired its incumbent following a search launched in the fall.

02.15.23
Administrator/Record Keeper
Pacific Northwest 457 Plan Seeking Record Keeper

The contract of the plan’s incumbent is set to expire.

02.09.23
Administrator - Bundled
Southern Council Seeking DC Plan Advisory Services

Candidates will be evaluated on firm organization, investment policy development and manager research and performance evaluation, among other considerations.

02.01.23
Administrator/Record Keeper
Northwest Retirement Plans Seeking TPA

The plans’ incumbent was most recently rehired in 2018.

01.17.23
Administrator/Record Keeper
Southeast 457 Plan Posts Record Keeper RFP

The $18 million 457 plan is seeking a record keeper.

01.13.23
Administrator - Bundled
Calif. City Issues 115 Trust Administrator RFP

A California city is seeking pension and administrative services for a new section 115 trust.

01.04.23
Administrator/Record Keeper
Western Education Board Slates Record Keeper RFP

The board has been working with its two incumbent record keepers for the plan since its inception in 1990.

12.23.22
Administrator/Record Keeper
West Coast City Seeking Record Keeper

The city is also looking to establish a deferred compensation committee as part of the RFP process.

12.15.22
Administrator/Record Keeper
Western School District DC Plans Seeking TPA

The district is seeking third-party administrator services for its 403(b) and 457(b) plans.

12.09.22
Stable Value
Southern DC Plan Begins Stable Value, Record Keeping Searches

The plan has begun its searches for a stable value fund manager and a record keeper.

11.30.22