Administrator/Record Keeper

International / Global / Emerging Markets
New England University Adds New International Equity Mgrs.; Rehires Record Keeper

A university in New England has added new international equity managers following an asset allocation study.

03.10.22
Administrator/Record Keeper
New England Program Completes TPA Search

The program hired a firm to provide third-party administrator services for a 457 deferred compensation plan following an RFP.

03.04.22
Consultant/OCIO/Discretionary
Southwest 457 Plan Seeking Consultant

County is seeking a consultant to assist in conducting an RFP for 457 plan provider services in addition to other services.

02.23.22
Administrator/Record Keeper
Southern School District Seeking Deferred Comp Administrator

The district is seeking a firm to administer its 457(b) and 401(a) plans.

02.18.22
Consultant/OCIO/Discretionary
New England 457 Plan Seeking Consultant For Upcoming Search

The state 457 plan is seeking a consultant to assist with an upcoming record keeper search.

02.16.22
Administrator/Record Keeper
Calif. County 457 Plan Posts Provider RFP

The plan has issued an RFP seeking administration and record keeping services.

02.08.22
Consultant/OCIO/Discretionary
Michigan Plan Launches 457 Consultant Search

Retirement system is seeking a consultant to run a record keeper RFP and serve as a fiduciary for the deferred compensation and defined contribution plans moving forward.

01.25.22
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