Administrator/Record Keeper

Administrator/Record Keeper
Southeast Authority Rehires Bundled Provider For DC Plans

A Southeastern housing authority rehired its bundled provider at a meeting last month.

08.12.20
Administrator/Record Keeper
Northwest Deferred Comp Plan Seeking Record Keeper

A Northwestern deferred compensation plan has issued an RFP seeking a record keeper.

08.07.20
Administrator/Record Keeper
Midwestern University Reduces Retirement Plan Record Keepers

A university in the Midwest has downsized its roster of retirement plan record keepers to four firms.

08.06.20
Administrator/Record Keeper
Southeast Transportation Authority Seeking Admin., Record Keeping Services

A Southeastern transportation authority has issued an RFP seeking retirement administration and record keeping services.

08.05.20
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