Administrator/Record Keeper

Administrator - Bundled
Northwest Community Transit Posts 457 Bundled Services RFP

A Northwestern community transit agency issued an RFP seeking plan administration, record keeping, education and investment-related services for its deferred compensation plan.

07.30.20
Administrator/Record Keeper
Mid-Atlantic 529 Searching For Program Manager

A Mid-Atlantic 529 plan has issued an RFP seeking a program manager for its approximately $1.1 billion trust.

07.29.20
Administrator/Record Keeper
Southern City Makes Record Keeper Switch

A city in the south has changed the record keeper for its retirement plans.

07.21.20
Administrator/Record Keeper
Midwest University Seeks Defined Benefit Record Keeper

A university based in the Midwest has issued an RFP for a record keeper for its defined benefit plan.

07.20.20
Administrator/Record Keeper
Southeast School District Seeking Plan Administration Services

A Southeastern school district is seeking plan administration and compliance services for its 403(b) and 457 plans.

07.08.20
Administrator/Record Keeper
Southwest City Rehires Record Keeper

A Southwestern deferred compensation plan has concluded its record keeper search.

07.01.20
Administrator/Record Keeper
West Coast Transit 457 Plan Taps New Administrator/Record Keeper

A West Coast transit district hired a new plan administrator and record keeper last month.

07.01.20
Administrator - Bundled
Texas 457 Plan Posts Provider Services RFP

A Texas 457 plan has issued an RFP for administrative record keeping and investment services.

06.30.20
Administrator/Record Keeper
Northwest Pension Plan Posts Record Keeper RFP

A Northwestern pension plan has issued an RFP seeking record keeping services.

06.23.20
Administrator/Record Keeper
West Coast City Seeking Deferred Comp Record Keeper

A West Coast city is seeking a record keeper for its deferred compensation plan.

06.22.20