Administrator/Record Keeper
The county last conducted a search for the services on behalf of its 457(b) and 401(a) plans in 2019.
The authority selected three firms to provide record keeping services for its two plans.
The county’s negotiations with the previously selected record keeper were terminated.
The plan is looking to review other options after working with its incumbent for many years.
The deferred compensation plan will consider potentially replacing two equity managers, which are both on watch.
The investment manager for four 529 plans has teamed up with another firm to provide record keeping and other services for the college savings programs.
The city is looking to consolidate its current two vendor model.
The city has issued an RFP seeking record keeping, administrative and compliance services for its plans.
The plan is looking to invest $10 million each with private equity and opportunistic fixed-income managers.
The search stems from the upcoming Jan. 31 contract expiration of incumbent Empower Retirement.