Administrator/Record Keeper

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
Administrator/Record Keeper
Southwest 457 Plan Posts Record Keeper RFP

Plan has launched an RFP for record keeping services on behalf of its $14 million 457 deferred compensation plan.

01.04.21
Administrator/Record Keeper
New England City Seeks 457 Administration

A city in New England is seeking its first third-party administrator for its 457(b) plan.

12.23.20
Administrator - Bundled
Great Plains Plan Hires Program Manager

A plan in the Great Plains region has hired a program manager following a search process from this summer.

12.22.20