Administrator/Record Keeper
The current record keeper’s contract is set to expire next summer.
The board introduced new investment options, including replacing age-based portfolios with target enrollment year portfolios.
Firm will provide marketing and enrollment services, administrative services and recordkeeping services.
The plan will look to hire a new record keeper following a search process that had its incumbent as a finalist.
The plan is looking to consolidate its services to one single provider.
The university is seeking a firm to provide record keeping, custodian, investment management, administration, communications, education and other related services for its 403(b) plan.
The health system hired a new record keeper for its 403(b) plans, 401(a) plan and 457(b) plan following a search.
A Midwestern authority is seeking plan administration services for its deferred compensation plans.
The plan last retained its general investment consultant in 2017 and has worked with its incumbent record keeper for 10 years.