Administrator/Record Keeper

Consultant/OCIO/Discretionary
Texas Metro 457 Launches Advisor RFP

Authority is seeking a financial advisor on behalf of its three defined contribution plans.

01.21.22
Administrator/Record Keeper
Midwest 457 Seeking Plan Provider

The city is seeking a plan provider for its voluntary 457 deferred compensation plan.

12.20.21
Administrator/Record Keeper
Calif. County To Launch DC TPA Search

The county expects to launch a third-party administrative services search on behalf of its 457(b) deferred compensation and 401(a) defined contribution plans.

12.16.21
Administrator - Bundled
Midwest DC Program Retains TPA

The program will retain its third-party administrator.

12.10.21
Administrator/Record Keeper
Southeast County Seeking Deferred Comp Plan TPA

The county has issued an RFP seeking a third-party administrator for its two plans.

12.01.21
Administrator/Record Keeper
California DC Plan Rehires Bundled Provider

The plan rehired Empower Retirement as its bundled provider last month.

11.29.21
Administrator/Record Keeper
Virginia County Schools Retain DC Bundled Provider

The plan has retained Lincoln Financial Group following the issuance of an RFP in the second quarter.

11.29.21
Administrator/Record Keeper
New England Program Issues TPA RFP For 457 Plan

The program has issued an RFP seeking third-party administrator services.

11.24.21
Administrator/Record Keeper
Southern University Consolidating Retirement Plan Record Keepers

A university in the South is transitioning to a sole record keeper for its four retirement plans.

11.18.21
Administrator/Record Keeper
Midwest Plan Hires Retirement Plan Record Keepers

A university based in the Midwest has hired record keepers for its retirement plan.

10.21.21