Administrator/Record Keeper

Administrator/Record Keeper
Rocky Mountain City Savings Plans Hire Record Keeper

The plans previously utilized MissionSquare Retirement.

01.02.25
Administrator/Record Keeper
Rocky Mountain DC Plans Post Record Keeper RFP

The incumbent provider will see its contract with the plans expire in August.

12.23.24
Administrator/Record Keeper
Northeast Town Posts Bundled Provider RFP

The town last conducted a bundled provider search in 2017 on behalf of its deferred compensation plan.

12.13.24
Administrator/Record Keeper
New England 457 Plan Rehires Record Keeper

The plan has retained its incumbent to continue providing record keeping and administration services.

12.06.24
Administrator/Record Keeper
West Coast City DC Plans Seeking TPA

The plans have a total of $8 million in assets.

12.04.24
Administrator/Record Keeper
Midwest District Posts 457 Plan Advisor RFP

The sanitary district is seeking retirement plan advisory services on behalf of a 457 plan.

12.02.24
Searches And Hires
Midwest Authority Rehires Incumbent Firms

An authority overseeing a college savings plan in the Midwest has renewed its contracts with a record keeper and two investment managers.

11.21.24
Administrator/Record Keeper
Northwest Pension Plan Issues Record Keeper RFP

The pension plan has worked with incumbent Atéssa Benefits since 2015.

11.20.24
Administrator/Record Keeper
Florida DC Plans Seeking Administrator

The requested services include record keeping, open architecture investment capabilities, trust, compliance and employee communications and education.

11.15.24
Administrator/Record Keeper
Windy City DC Plan Hires Bundled Provider

The deferred compensation plan elected to remain with its incumbent record keeping and administration provider this week.

11.08.24