Administrator/Record Keeper

Administrator/Record Keeper
Midwest University Selects Sole Retirement Plan Record Keeper

A university based in the Midwest has chosen one record keeper for its retirement plans following an RFP process.

11.05.20
Administrator/Record Keeper
Southern Health Network Seeks Retirement Plans Record Keeper

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.

10.28.20
Administrator/Record Keeper
Mid-Atlantic Plan Searching For Deferred Compensation Services

A Mid-Atlantic county has issued an RFP for plan provider services on behalf of its 457(b) and 401(a) plans.

10.05.20
Administrator/Record Keeper
Beltway Authority Rehires Record Keeper

A D.C. area airport authority has concluded a record keeper search that began back in March

09.30.20
Administrator/Record Keeper
West Coast Plan Eyes Record Keeper Hire

A college savings plan on the West Coast has started contract negotiations with a record keeper for its advisor fund.

09.16.20
Administrator/Record Keeper
Southeast Deferred Comp Plans Seeking Bundled Services

Southeastern deferred compensation plans have issued an RFP seeking bundled provider services.

09.14.20
Administrator/Record Keeper
Southern University Selects Retirement Plan Record Keepers

A university in the South has selected a retirement plan record keeper in its search for a firm to oversee its more than $1 billion in combined retirement plan assets.

09.01.20
Administrator/Record Keeper
Midwest University System Seeks Retirement Plan Record Keeper

A Midwest-based university has issued an RFP seeking record keepers for its 403(b) retirement plan.

08.26.20
Administrator/Record Keeper
West Coast Airport Seeking Deferred Comp. Record Keeper

A West Coast airport authority has issued an RFP seeking administration and record keeping services.

08.21.20
Administrator/Record Keeper
Northeast 457 Plan Rehires Record Keeper

A Northeastern deferred compensation plan rehired its record keeper last month.

08.14.20