Administrator/Record Keeper

Administrator/Record Keeper
Colo. County 457 Posts Record Keeper RFP

MissionSquare Retirement currently provides administrative and record keeping services for the county’s 457 deferred compensation plan.

07.13.23
Administrator/Record Keeper
Southeast DC Plans Conducting Record Keeper Search

The town is seeking record keeping and administration services for its 401(a), 401(k), 457 and Roth IRA plans.

07.10.23
Administrator/Record Keeper
Northwest 457 Plan Rehires Voya

The plan rehired Voya Financial as its record keeper following an RFP process initiated in February.

07.07.23
Administrator/Record Keeper
West Coast DC Plans Post Record Keeper RFP

The district is seeking a firm to provide administration and record keeping services for its 457 and 401(a) plans.

07.06.23
Administrator - Bundled
Southeast City DC Plans Seeking Bundled Provider

The city is searching for record keeping, administrative, actuarial and compliance services for the plans.

06.29.23
Administrator/Record Keeper
Midwest County 457 Rehires Record Keeper

The plan retained Nationwide Retirement Solutions as its record keeper in February.

06.20.23
Administrator/Record Keeper
Midwest DC Plans Issue Record Keeper RFP

The utilities company is seeking a firm to serve as record keeper for its deferred compensation plan and 401(k) plan assets.

06.20.23
Asset Study/Review
Mid-Atlantic Retirement System Adopts New Long-Term A/A; Hires DC Record Keeper

The system will introduce a target to rebalancing leverage as part of a new long-term asset allocation policy for its defined benefit plans and hired a record keeper on behalf of its eight defined contribution plans yesterday.

06.16.23
Administrator/Record Keeper
Midwest Tribe Seeks Retirement Plan Record Keeper, Administrator

The tribal nation is looking to hire an administrator and record keeper for its retirement plan as part of a due diligence review of its existing plan services.

06.14.23
Multi-Asset/Investment Advisor
New England Plan Selects Managers

A 529 plan based in New England has selected program and investment managers after a search.

06.06.23