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.
A university based in the Midwest has chosen one record keeper for its retirement plans following an RFP process.
A health network in the South has issued an RFP seeking a firm to provide custodial trustee, administrative, record keeping, participant education, enrollment and regulatory support for its retirement plans.
A Mid-Atlantic county has issued an RFP for plan provider services on behalf of its 457(b) and 401(a) plans.
A D.C. area airport authority has concluded a record keeper search that began back in March
A college savings plan on the West Coast has started contract negotiations with a record keeper for its advisor fund.
Southeastern deferred compensation plans have issued an RFP seeking bundled provider services.