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Administrator/Record Keeper

Administrator - Bundled
Northeast Treasurer’s Office Hires Org To Help Launch ABLE Program

A treasurer’s office in the Northeast hired an organization to help launch its Achieving a Better Life Experience program in the third quarter.

02.24.21
Administrator/Record Keeper
Southeast City Seeks DC Record Keeper

A city in the Southeast is searching for an administrator for two 457(b) plans and two 401(a) plans totaling over $13 million.

02.22.21
Administrator/Record Keeper
Midwest 457 Plan Issues Investment, Record Keeping RFP

The plan is seeking a firm to provide record keeping, administration and investment services.

02.16.21
Administrator/Record Keeper
Midwest DC Plans Seeking Record Keepers

Midwestern deferred plans have issued an RFP seeking record keeping, administration and custodial services.

02.05.21
Administrator - Bundled
Western 529 Hires New Program Manager For Advisor Sold Plan

A 529 plan in the West has hired a new program manager for its advisor-sold plan.

02.04.21
Administrator/Record Keeper
Rocky Mountain Authority Seeking DC Record Keeper

A Rocky Mountain authority is seeking a record keeper for its three defined contribution plans.

02.03.21
Administrator/Record Keeper
West Coast Airport Makes Deferred Comp. Record Keeper Hire

The airport authority made a recent hire in its search for administration and record keeping services for its 457 Deferred Compensation Plan and 401(a) Defined Contribution Plan.

02.02.21
Administrator/Record Keeper
Texas School District Seeking 457 Plan Admin. Services

District has posted an RFP seeking third-party administration services on behalf of its 457 and 403(b) plans.

01.25.21
Administrator/Record Keeper
New England Fund Seeks Retirement Plans Record Keeper

A fund based in New England has issued an RFP seeking a record keeper for its retirement plans as it looks to implement a single provider configuration.

01.07.21
Administrator/Record Keeper
Great Lakes City Seeking TPA For New Health Trust

City is seeking a third-party administrator to oversee a newly executed health trust connected to its general employees and police & fire retirement plans.

01.05.21
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Southern Trust To Consider New Asset Classes Variant Adds Senior V.P.s Southern City Pension Swaps Fixed-Income Managers
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Mid-Atlantic Commission Issues Discretionary Investment Mgr. RFP Southern Trust To Consider New Asset Classes West Coast Pension Issues HY, Bank Loan Manager RFPs

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