Administrator/Record Keeper

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
Administrator/Record Keeper
West Coast School District Posts Administrator RFP

A West Coast school district is searching for an open architecture administrator for its $235 million 457(b) plan.

12.22.20
Administrator/Record Keeper
West Coast District Issues Record Keeping RFP

District is seeking a record keeper for its deferred compensation plan and IRA program.

12.21.20
Administrator/Record Keeper
Rocky Mountain State Launches DC Record Keeper Search

A Rocky Mountain state has launched a record keeper search on behalf of its defined contribution plans.

12.11.20
Administrator/Record Keeper
Mid-Atlantic 529 Searching For Program Manager

A 529 plan in the Mid-Atlantic region is searching for a program manager due to the incumbent provider’s impending contract expiration.

12.10.20
Searches And Hires
Midwest Treasurer Issues Program Manager RFP

A Midwestern state treasurer has issued a program manager RFP.

12.03.20
Announcements
Northeast State Treasurer Selects New Manager For College Savings Plans

A state treasurer in the Northeast has selected a new program manager and investment manager for its college savings plans.

12.03.20
Multi-Asset/Investment Advisor
Mid-Atlantic Health Plan Retains Firm For Investment Mgmt., Record Keeping Services

A health plan in the Mid-Atlantic region retained its firm for investment management and record keeping services earlier this year following a search from the fourth quarter of 2019.

12.03.20