Administrator/Record Keeper

Administrator/Record Keeper
Midwest DC Plan Posts Record Keeper RFP

The search is due to the upcoming contract expiration of incumbent Empower Retirement, which is invited to rebid.

08.21.24
Administrator/Record Keeper
Illinois 457 Plan Seeking Bundled Provider Services

The deferred compensation plan is looking to consolidate its record keeping and administrative services with a single provider.

08.08.24
Administrator/Record Keeper
Western DC Plan Rehires Record Keeper

The plan had been expected to conduct a search for the services due to its incumbent’s upcoming Dec. 31 contract expiration.

07.26.24
Administrator/Record Keeper
Northeast DC Plans Seeking Record Keeper

The deferred compensation plans are looking to potentially consolidate record keeping services with one provider.

07.23.24
Administrator/Record Keeper
Southeast 457 Plan Posts Record Keeper RFP

The city is seeking record keeping services for its 457(b) and 401(a) plans.

07.15.24
Administrator - Bundled
California County Seeking DC Plan Providers

The county last conducted a search for the services on behalf of its 457(b) and 401(a) plans in 2019.

07.11.24
Administrator/Record Keeper
Southeast DC Plans Select Record Keepers

The authority selected three firms to provide record keeping services for its two plans.

07.01.24
Administrator/Record Keeper
Florida County Relaunches DC Record Keeper Search

The county’s negotiations with the previously selected record keeper were terminated.

06.28.24
Administrator/Record Keeper
Great Lakes 457 Plan Seeking Bundled Provider

The plan is looking to review other options after working with its incumbent for many years.

06.25.24
Equity
Calif. County 457 Slates Equity Manager Searches

The deferred compensation plan will consider potentially replacing two equity managers, which are both on watch.

06.24.24