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.
Midwestern deferred plans have issued an RFP seeking record keeping, administration and custodial services.
A 529 plan in the West has hired a new program manager for its advisor-sold plan.
A Rocky Mountain authority is seeking a record keeper for its three defined contribution plans.