Administrator/Record Keeper

Consultant/OCIO/Discretionary
West Coast DC Plans Hire Investment Consultant

The firm will be tasked with conducting a third-party administrator search.

12.06.23
Administrator/Record Keeper
Southern County Pension Issue Investment Advisory, Admin RFQ

The county has four retirement plans totaling $441 million.

11.29.23
Administrator/Record Keeper
West Coast DC Plans Issue TPA RFP

The system is looking for record keeping and other services on behalf of its 401(a) and 457(b) plans.

11.28.23
Administrator/Record Keeper
Southeast DC Plans Seeking Record Keeper

The plans conducted a similar search in 2019 that resulted in the hire of Voya Financial.

11.28.23
Administrator/Record Keeper
Southeast DC Plan Concludes Record Keeper Search

The plan issued an RFP earlier this year to consolidate to a single provider from its previous three.

11.22.23
Administrator/Record Keeper
N. Dakota System Eyes Record Keeper Hire; Dismisses Executive Director

The retirement system will hold a special board meeting to vote on its record keeper search after dismissing Executive Director Scott Miller this week.

11.17.23
Administrator/Record Keeper
New England 457 Plan Relaunches Record Keeper Search

The plan began a search last November that was canceled earlier this year.

11.06.23
Administrator/Record Keeper
Michigan 457 Plan Taps New Bundled Provider

The retirement system approved a new bundled provider/record keeper following diligence and presentations from three finalists.

10.26.23
Administrator/Record Keeper
Southwest DC Plans Issue Bundles Services RFP

The plans conducted an advisory services search earlier this year.

10.11.23
Administrator/Record Keeper
Southwest City DC Plans Seeking Record Keeper

The city last conducted a similar search in 2018 that resulted in the hire of a new record keeper.

10.11.23