Administrator - Bundled
Lincoln Financial Group ranked above incumbent Nationwide Retirement Solutions following finalist interviews.
The plans have hired Empower Retirement as their new third-party administrator.
City prefers to remain with a single provider for its defined contribution plans.
Vestwell will help finalize the program’s design.
Board is searching for a firm to provide investments, education and administrative services for its retirement savings programs.
Custodian will hold assets, verify data and provide ongoing trainings as the organization looks to transition three separately held investment accounts into the custody of a selected firm.
Search is for services for up to three 457 plans.
Plan is seeking firms to provide trust advisory and administration services for the establishment and potential administration of a trust relating to its OPEB obligations.
The plans expect to issue a third-party administrator RFP in the second quarter and recently decided to replace emerging markets core equity manager Lazard Asset Management.
The selected firm will serve for an initial one-year period.
