Administrator - Bundled
The plan has retained Lincoln Financial Group following the issuance of an RFP in the second quarter.
A Mid-Atlantic school district is searching for a bundled provider for its 403(b) and 457(b) plans.
A Southeastern utility has cancelled its search for an administrator for its deferred compensation plans and intends to reissue the RFP at a later date.
The plan rehired its bundled provider at a meeting in August.
A Mid-Atlantic port authority is searching for a firm to provide record keeping, plan administration and participant services.
A 529 plan in the Southwest has extended the deadline for proposals in its search for a program manager for its advisor-sold plan to late October.
A New Mexico water plan is searching for a firm to help establish and oversee a Section 115 trust.
A community college system in the West has issued an RFP seeking a firm to provide investment advisory and custodial services for its employee benefit trust.
A Southeast utility plan is searching for a single firm to oversee its 457(b) plan and its 401(a) plans.
The plan is seeking a firm to provide administration, record keeping, investment management, compliance and other services.
