Administrator/Record Keeper

Administrator/Record Keeper
Southwestern 529 Plan Seeks Program Manager

A Southwestern 529 plan has issued an RFP seeking a program manager for its advisor-sold plan.

09.22.21
Domestic Equity
Midwest DC Program Concludes Large-Cap Value Search

A Midwestern deferred compensation program concluded its search to replace a domestic large-cap value equity manager.

09.10.21
Administrator/Record Keeper
Texas 457 Plan Seeking TPA

Plan has issued an RFP seeking third-party administration services.

08.24.21
Administrator - Bundled
Mid-Atlantic County Seeks Bundled Provider

A Mid-Atlantic county is searching for a bundled provider for its 457 deferred compensation plan.

08.20.21
Administrator - Bundled
New England Plan Hires Manager

A state plan based in New England has hired a program manager.

08.18.21
Administrator/Record Keeper
Midwest 457 Plan Wraps Up Investment, Record Keeping Search

The plan rehired its incumbent provider this summer following an RFP issued in the first quarter.

08.09.21
Administrator - Bundled
Southeast Authority Concludes Admin., Record Keeper Search

The transportation authority approved the hire of a new firm to handle the services last month.

08.04.21
Administrator/Record Keeper
Mid-Atlantic Deferred Comp Plan Begins Record Keeper Search

The search is due to the upcoming contract expiration of its incumbent.

07.29.21
Administrator/Record Keeper
Northeast Deferred Comp Plan Seeking Bundled Provider

The plan is looking for a firm to provide plan design and administration, record keeping, investment option selection, monitoring and trustee/fiduciary education.

07.26.21
Daily Feed
Tenn. Plan Launches Record Keeper RFP

The city is searching for record keeping services for its 401a and 457 plans.

07.16.21