Administrator - Bundled

Passive Equity
West Coast Savings Plan To Begin TPA, Investment Manager Searches

The contracts of incumbent providers will expire later this year.

03.07.25
Administrator - Bundled
New York 457 Seeking Record Keeper

Empower Retirement currently serves as the plan’s record keeper.

03.04.25
Administrator/Record Keeper
Texas 457 Plan Seeking Record Keeper

The city is considering consolidating its two deferred compensations plans into a single one.

02.28.25
Administrator - Bundled
Texas 457 Plan Posts Administrator RFP

The city is seeking the services on behalf of its $8 million 457 deferred compensation plan.

02.24.25
Administrator - Bundled
New England 457 Plan Seeking Admin., Investment Services

City has issued an RFP seeking administration and investment services on behalf of its $121 million 457(b) plans.

02.20.25
Administrator - Bundled
Southeast 457 Plan Rehires Bundled Provider

The deferred compensation plan issued an RFP in August and previously rehired its incumbent in 2019.

01.31.25
Administrator - Bundled
Southwest DC Plans Searching For Bundled Services

The 457(b) and 401(a) plans are in the market for record keeping/administration, communication/education and custodial trustee services.

01.22.25
Administrator - Bundled
Southeast DC Plan Rehires Bundled Provider

The district opted to retain its incumbent after the firm’s contract expired at the end of last year.

01.21.25
Administrator - Bundled
Southern Police Pension Nabs Int’l Equity Finalists

The plan named three finalists to replace its current international growth equity manager.

12.23.24
Non-U.S. & Global Equity
Southeast Plan Approves Global Growth Equity Search

The search is being conducted to replace the plan’s incumbent global growth equity manager, which has been on watch due to underperformance.

12.18.24