Administrator/Record Keeper

Administrator/Record Keeper
Texas 457 Plan Posts Consultant/Administrator RFP

A Texas-based 457 deferred compensation plan has issued an RFP for plan administrative, investment management and employee education services.

06.15.20
Administrator/Record Keeper
Texas School District Posts TPA RFP

A Texas school district is seeking a third-party administrator for its 457(b) deferred compensation plan.

06.08.20
Administrator/Record Keeper
Great Lakes Agency Issues DC Plan Administration RFP

A Great Lakes-based utility agency is searching for retirement and savings plan administration for three defined contribution plans.

06.04.20
Administrator/Record Keeper
Northeast Airport Authority Makes Record Keeper Hire

A Northeastern airport authority made a hire in its search for record keeping services.

06.01.20
Administrator/Record Keeper
Northeast Plan Issues Investment Record Keeper RFP

A Northeastern state plan has issued an RFP seeking investment record keeping services.

05.28.20
Consultant/OCIO/Discretionary
Midwest Deferred Comp Plan Rehires Consultant; Slates Record Keeper RFP

A Midwestern deferred compensation plan made a decision in its investment advisory and consulting services search.

05.26.20
Multi-Asset/Investment Advisor Administrator/Record Keeper
Midwest Transit Plan Reissues Trustee Services RFP

A Midwestern pension plan has reissued its trustee services RFP.

05.18.20
Administrator/Record Keeper
Northeast 457 Plan Reissues Record Keeper RFP

A Northeastern deferred compensation plan has reissued its record keeper RFP.

05.13.20
Asset Study/Review
Southern 529 Plan Adds Investment Portfolio Options

A 529 plan in a Southern state has added two investment portfolio options.

05.05.20
Administrator/Record Keeper
Midwest Plan Retain Record Keepers; Approve New Investment Lineup

A plan based in the Midwest renewed its record keeper contracts and approved a new investment lineup at a recent meeting.

04.30.20