Administrator/Record Keeper

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
Administrator/Record Keeper
Southeast City 457 Plan Selects Single Record Keeper

The plan selected a single record keeper for its 457(b) plans and two 401(a) plans, consolidating from its previous three.

10.07.21
Administrator/Record Keeper
Midwest Plan Launches Record Keeper Search

The plan has issued an RFP seeking record keeping services.

10.06.21
Passive Equity
Illinois Plan To Issue Passive Equity RFP; DC Plan Hires Record Keeper

The plan is conducting the search after voting to consolidate three existing index portfolios into a Russell 3000 Index.

09.30.21
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