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.
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 county expects to launch a third-party administrative services search on behalf of its 457(b) deferred compensation and 401(a) defined contribution plans.