Administrator/Record Keeper
The pension plan has worked with incumbent Atéssa Benefits since 2015.
The requested services include record keeping, open architecture investment capabilities, trust, compliance and employee communications and education.
The deferred compensation plan elected to remain with its incumbent record keeping and administration provider this week.
The state treasurer’s office is seeking a record keeper that can provide administration, record keeping and customer services for the program, which was effectively created through legislation in 2021.
The plan last conducted a search for the services in 2019.
The university is seeking firms to provide lead record keeper, investment, administrative, and participant services for its retirement plans as it looks to consolidate to four vendors.
The county deferred compensation plan conducted a similar search for the services in 2017.
The search is due to the upcoming contract expiration of incumbent Empower Retirement, which is invited to rebid.
The deferred compensation plan is looking to consolidate its record keeping and administrative services with a single provider.