Administrator/Record Keeper
A 529 plan in the Mid-Atlantic region is searching for a program manager due to the incumbent provider’s impending contract expiration.
A Midwestern state treasurer has issued a program manager RFP.
A state treasurer in the Northeast has selected a new program manager and investment manager for its college savings plans.
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.
A city in the Pacific Northwest has concluded its investment consultant search.
A Southeastern transportation authority has shortlisted five firms in its search for third-party administration and record keeping services.
A Midwestern state treasurer is preparing an RFP for a program manager.
A Northeastern deferred compensation agreed to maintain a record keeping relationship it has had since the 1980s at a meeting yesterday.
A 529 plan based in the Mid-Atlantic region expects to issue an RFP for a record keeper this month.
A Midwestern deferred compensation plan has launched its search for a third-party administrator due to its incumbent’s upcoming contract expiration.
