The transaction is expected to close in the third quarter.
A Midwestern deferred compensation program has launched its third-party administrator search.
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.
Advisors and consultants sought for more investment options and retirement readiness planning.
The authority is seeking a single firm to provide record keeping and administrations for its deferred compensation plans.
A 529 plan in the Midwest retained its program management, administration and investment services provider following a search from last year.
The plans are seeking record keeping as well as third-party administrative services.
A treasurer’s office in the Northeast hired an organization to help launch its Achieving a Better Life Experience program in the third quarter.
A city in the Southeast is searching for an administrator for two 457(b) plans and two 401(a) plans totaling over $13 million.
The plan is seeking a firm to provide record keeping, administration and investment services.