Administrator/Record Keeper
The plans terminated an international value equity manager, which had been on watch, and hired a record keeper and custodian last week.
AIG Retirement Services currently serves as the plan’s record keeper.
Plan is seeking a firm to provide record keeping, plan administration and participant services.
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.
