Administrator/Record Keeper

Administrator/Record Keeper
Southwest County Seeks Record Keeper

A Southwestern county is searching for a firm to provide record keeping and other services for its 457(b) and 401(a) plans.

06.07.21
Administrator/Record Keeper
Midwest Deferred Comp Plan Posts Record Keeping RFP

The plan has issued an RFP seeking record keeping services.

05.04.21
Administrator/Record Keeper
Southwest City 457 Seeking Record Keeper

The city is seeking a firm to provide record keeping and related services for its deferred compensation plan.

04.30.21
Administrator/Record Keeper
Stone Point And GIC To Acquire Ascensus

The transaction is expected to close in the third quarter.

04.27.21
Administrator/Record Keeper
Midwest DC Program Launches TPA Search

A Midwestern deferred compensation program has launched its third-party administrator search.

04.12.21
Surveys/Studies
Higher Education Trends Toward Consolidating Plan Providers: Survey

As higher education institutions grapple with the financial wellness of their participants in the wake of the COVID-19 pandemic, a new study has discovered that institutions continue to shift toward consolidating retirement plan providers.

04.08.21
Surveys/Studies
Higher Education Institutions Demand Advisor, Consultant Services For Retirement Plans: Report

Advisors and consultants sought for more investment options and retirement readiness planning.

03.24.21
Administrator/Record Keeper
Northeast Water & Sewer Deferred Comp Posts Record Keeper RFP

The authority is seeking a single firm to provide record keeping and administrations for its deferred compensation plans.

03.19.21
Daily Feed
Midwest 529 Plan Retains Firm For Program Mgmt. And Investment Services

A 529 plan in the Midwest retained its program management, administration and investment services provider following a search from last year.

03.18.21
Administrator/Record Keeper
Midwest 457 Plans Post Record Keeper RFP

The plans are seeking record keeping as well as third-party administrative services.

03.12.21